(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 11th, 2015

Looking for Award-Worthy Plan Sponsors!

Is your company’s retirement plan run exceptionally well? Is your pension plan well-funded and/or pursuing interesting strategies (whether active or frozen)? Is your defined contribution (DC) plan committee focused on fulfilling fiduciary requirements and achieving successful outcomes for participants? We are now accepting nominations for the 2016 PLANSPONSOR Plan Sponsor of the Year awards. This is an excellent opportunity for you to tell your story and share your successes with peers. We are looking for plans of all types—pension, 401(k), 403(b), 457, public DC, etc.—and of all sizes. You can nominate a plan, or yourself, here.Read more >
Plan sponsors and advisers need to educate educators, at the workplace and in some cases online, says Jim Kiley, senior vice president and national sales manager for Security Benefit, covering the Eastern U.S.Read more >

Retirement Plan Adviser of the Year Awards Nominations

Has your plan been improved by the help of a skilled professional? Has an adviser or consultant helped with defined benefit (DB) plan funding or plan maintenance? What about helping design a defined contribution (DC) plan to improve focus on fulfilling fiduciary requirements and achieving successful outcomes for participants? If you know a superb retirement plan adviser you think is worthy of the 2016 PLANSPONSOR Retirement Plan Adviser of the Year awards, please nominate him or her! Nominations can be made here.Read more >

Optimism and Pessimism Both Drive American Savers

An informative infographic presented by masters-in-accounting.org shows just how conflicted American retirement savers are when it comes to thinking and talking about money issues.Read more >

The Challenges of Picking a QDIA

In “401(k)Plans: Clearer Regulations Could Help Plan Sponsors Choose Investments for Participants,” the Government Accountability Office (GAO) set out to examine which options plan sponsors selected as default investments and why; how plan sponsors monitor their default investment selections; and what challenges, if any, plan sponsors report facing when adopting a default investment for their plan.Read more >

Women in More Urgent Need of Savings Help than Men

A new study from Financial Finesse suggests that, in general, working women will need to save more—and at a much faster pace—than men to satisfy the average cost of expenditures in retirement.Read more >

School Settles Age Bias Suit

The Equal Employment Opportunity Commission (EEOC) charged the school with discriminating against an employee after finding out he was previously retired from another job.Read more >

Impact Investing Consulting Firm Launched

In response to accelerating institutional demand, three experienced professionals in financial services and impact investing announced the launch of Tideline, a consulting firm designed to provide “tailored advice to clients developing impact investment strategies and solutions.”Read more >

Boomerang Employees More Welcome than Before

Nearly half of human resource (HR) professionals surveyed claim their organization previously had a policy against rehiring former employees—even if the employee left in good standing—yet 76% say they are more accepting of hiring boomerang employees today than in the past.Read more >

David Levine and David Powell with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers will be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

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

Advertising: advertise@strategic-i.com

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