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April 15th, 2016

Retirees Say Satisfying Retirement Is Possible

The vast majority of TIAA clients who are now retired say they feel satisfied with life after work, including practically everyone in the group of respondents who started saving early.Read more >
The Endowment Index calculated by Nasdaq OMX increased 1.24% (on a total return basis) for the quarter ended March 31, closing at 1,012.60. By comparison, the Standard & Poor’s (S&P) 500 gained 1.35% for the same period.Read more >
Only 24% of Baby Boomers are confident they will have enough savings to last in retirement, according to a research report from the Insured Retirement Institute (IRI). Inadequate savings is one reason for the lack of confidence.Read more >

Education Delivery May Change With Final Fiduciary Rule

It appears that non-fiduciary investment education will still be available under the DOL’s final fiduciary rule, though with some important caveats compared with the current rules.Read more >

Retirement Advisor Council Offers RFP Tool for Sponsors

The Retirement Advisor Council unveiled a new request for proposal (RFP) support tool that plan sponsors can use, free of charge, to rate responses from potential advisers, complementing other RFP process documentation and due diligence.Read more >

Video Series Focuses on Women's Personal Finances

Lincoln Financial Group has launched a video interview series about women and personal finance.Read more >

NAGDCA Launches ‘Perspectives in Practice’ Benchmarking

The National Association of Government Defined Contribution Administrators (NAGDCA) is launching a new benchmarking service, “Perspectives in Practice,” designed to support public-sector defined contribution (DC) plans with key aspects of administration and plan performance monitoring.Read more >

Yes, public restrooms are germy, but researchers found most of those germs do not survive very long.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 may 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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