(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 15th, 2015

Considerations When Facing a Short Plan Year

A plan-year reset doesn’t have to be a problem for retirement plan sponsors, as long as they plan it carefully.Read more >

Who Offers the Best Retirement Plans?

Benefits packages seem to be improving across the board, and Brodie Wood, senior vice president in not-for-profit markets at Transamerica Retirement Solutions, finds that “a lot of the same structural shifts that we’ve seen in the corporate space are bleeding over to the not-for-profit space.”Read more >
You can nominate a plan sponsor for our 2016 Plan Sponsor of the Year awards here.Read more >

Lessons from the Market Volatility

The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.Read more >

Fiduciary Duty and the ESG Catch 22

Today, much of the opposition to environmental, social and governance (ESG) investing is still caught up in its initial association with stock screening, including the Department of Labor’s stance that ESG factors can be considered as nothing more than a potential tie-breaker by qualified retirement plan fiduciaries.Read more >

Reasons Most Plan Sponsors Use TDFs as QDIA

In its report, “401(k)Plans: Clearer Regulations Could Help Plan Sponsors Choose Investments for Participants,” the Government Accountability Office (GAO) identified several factors that led the majority of retirement plan sponsors to select target-date funds (TDFs) over other qualified default investment alternatives (QDIAs).Read more >

Evaluating Share Class Expenses

“How do I find out if the share classes of mutual funds in my retirement plan are the cheapest share classes offered, the most expensive, or somewhere in  between?”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

Subscribe to (blines), click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund