(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 7th, 2014

403(b) Buyer’s Guide: Notable Distinctions

Since the passage of Internal Revenue Service
(IRS) rules in 2007, many 403(b) plans have evolved to look more like their
401(k) counterparts. Still, differences and distinctions remain, and providers
that are knowledgeable about those variables and can supply appropriate
services and guidance are valuable to the 403(b) marketplace. Read more >

PLANSPONSOR’s 2014 403(b) Buyer’s Guide

PLANSPONSOR’s 2014 403(b) Buyer’s Guide provides
a listing of various types of providers to 403(b) plans, including the services
each one provides as well as information on which 403(b) market segment(s) each
one serves. Read more >

Health System Offers to Cash Out Pensions Early

Realizing its pension
plan is unsustainable, the Singing River Health System in Mississippi, is
offering employees the option to cash it out now. Read more >

Plan Provisions That May Confuse

Some retirement plan
provisions can create headaches for plan sponsors. Read more >

Retirement Plans Need to Be Considered in M&As

All too often, a firm
conducting a merger or acquisition (M&A) fails to weigh the options for
each organization’s retirement plan. Read more >

Remind Employees About the Saver’s Credit

The Internal Revenue
Service (IRS) has issued a reminder that employees can plan now to get the
benefit of the saver’s credit for retirement savings. Read more >

Court Opens Door for Disclosure of Investment Guidelines

An appeals court has opened the door for the
requirement that an ERISA plan’s investment guidelines be disclosed to
participants upon request. Read more >

Buck Consultants Launches Financial Wellness Program

Buck Consultants at Xerox announced the launch of SavIncent, an incentive-based financial wellness program. Read more >
ASK THE EXPERTS
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: advertise@strategic-i.com

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