(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 11th, 2016

Evaluating Fees and Expenses

There are a variety of plan fees and expenses that affect a defined contribution (DC) plan. Lisa Barton, a partner in the employee benefits and executive compensation practice at Morgan Lewis, answers questions that provide an overview of the guidance and processes a plan sponsor needs to follow to be in compliance.Read more >

A Plan Sponsor Philosophy Can Help With Plan Decisions

Many companies have mission statements or philosophies that drive business decisions, products and services they offer and how customers are treated. David Hudak, senior consultant at Portfolio Evaluations, Inc. in Warren, New Jersey, says a company’s retirement plan is just another piece of that overall mission. In an article he wrote with Attila Toth, partner at Portfolio Evaluations, they stress the need for having a plan sponsor philosophy. A philosophy can help plan fiduciaries focus on the “why” when making retirement plan decisions and not just the “how,” enhancing their fiduciary process.Read more >

USI Consulting Group Hires Assistant VP for Retirement Services

Ryan Savage has joined USI Consulting Group as the firm’s new assistant vice president for Retirement Services. Savage brings with him 15 years of experience in the industry working with employer sponsored retirement plans in the private and public sectors.Read more >
Form 5500 Filing Tips
“We are preparing to file or 2015 Form 5500s for our ERISA retirement plans? Any last-minute filing tips from the Experts?”Read more >

Insurance Profile Solution Aims for Annuity Transparency

Depository Trust & Clearing Corporation (DTCC) is seeking regulatory approval for a new Insurance Profile solution that will facilitate compliance with the U.S. Department of Labor (DOL) fiduciary rule. According to DTCC, the Insurance Profile service provides carriers and distributors with a centralized, automated and standardized method to satisfy disclosure requirements under the significant disclosure and conflict of interest reforms.Read more >

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

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