(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 10th, 2015

Three-Legged Retirement Income Stool More Wobbly

Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.Read more >

Five Signs of Employee Financial Stress

Employers should be on the watch for five clear signs to see if their employees are undergoing financial stress—a known risk factor for distractions at work and lower productivity, according to Purchasing Power.Read more >

Employees Need Retirement Investing Help

Eight out of 10 companies surveyed say most of their employees do not know as much as they should about retirement investing.Read more >

Millennials Expect to Work Past Retirement Age

Nearly three-quarters (73%) of Millennials expect to work past 65, acknowledging that in old age, safety nets will not be there for them and Social Security will not take care of their needs, a survey found.Read more >

Plan Sponsors Look to Change Investment Lineups

Four new asset managers have made it to the plan sponsors’ top 10 list.Read more >

Diverse TDFs Post Diverse Returns in 2014

New Morningstar research shows what you expect is not always what you get with target-date funds.Read more >

EEOC Says School Illegally Fired Formerly Retired Worker

A lawsuit filed by the EEOC accuses a school in Wisconsin of firing an employee after learning he was previously retired.Read more >

DOL Announces Fiduciary Responsibilities Seminars

The Department of Labor’s Employee Benefits Security Administration (EBSA) is hosting five fiduciary responsibility seminars from May through July, in locations across the country.Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

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

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