(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 29th, 2015

Millennials Must Understand Both Sides of Balance Sheet

Many Millennial workers show a healthy focus on paying down debt—student debt especially—but are their actions the best thing for their retirement?Read more >

Health Benefits Education Important to Financial Plan

Employers and health plan providers need to simplify health benefits education and guidance so employees can make decisions that are best for their overall finances.Read more >
We are now accepting nominations for the 2016 PLANSPONSOR Plan Sponsor of the Year awards.Read more >

Participants Want to Invest Responsibly

Responsible investing options resonate with retirement plan participants, as nearly nine in 10 say they want their investments to align with their values, according to a survey by Calvert Investments.Read more >

Transamerica to Take Mercer DC Recordkeeping Business

Transamerica will become the preferred defined contribution recordkeeping provider for Mercer’s total benefit outsourcing and total retirement outsourcing clients.Read more >

Inside Perspective on Transamerica-Mercer Deal

“Scale is a very important part of the economics that drive this business,” says Transamerica’s Kent Callahan, telling PLANSPONSOR the move to take on Mercer’s DC administration business is all about scale and superior service.Read more >

Must a Frozen 401(a) DB Plan Be Terminated?

“I read with great interest your Ask the Experts Q&A on frozen plans, since our organization has a frozen Employee Retirement Income Security Act (ERISA) 401(a) plan as well. However, in our case, it is a defined benefit plan, not a defined contribution plan. Does this change your response at all with respect to plan termination?”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

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