(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 8th, 2015

Time to Educate the Educators About Saving

The beginning of the school year is a great time to get public school employees on track for a secure retirement.Read more >

Provider Changes Can Pose Record Retention Issues

Retirement plan sponsors should understand their rights and ability to access past records after a change in recordkeeper or TPA.Read more >

Plan for Rising Interest Rates

Equities would benefit in the short term, while fixed income investments would decrease in value.Read more >
Sixty-seven percent of those not saving for retirement say they do not have the resources to do so after taking care of their everyday expense.Read more >

DC Plan Q&A: Fees and Expenses

Plan sponsors and fiduciaries must take care when making payments from plan assets. Careful evaluation of the different types of plan expenses—and whether or not they are reasonable—is very important. This includes evaluating any fees paid from accumulated revenue sharing.Read more >

Retirement Industry People Moves

Javier Obando has been named director of business development on the institutional retirement distribution team of Lincoln Financial Group’s Retirement Plan Services. Obando is responsible for working with government plan sponsors, national and regional independent registered adviser and consulting firms in the western region of the country.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