(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 17th, 2015

Gen X More Worried About Retirement than Boomers

When it comes to retirement preparation and investing, members of Generation X (ages 35 to 49) tend to be more worried than Baby Boomers (ages 50 to 68), a PNC Financial Services Group survey finds.Read more >

Participants Have Income Needs Knowledge Gap

No matter the generation, less than half of Americans responding to a recent LIMRA Secure Retirement Institute survey said they understood how much they should be saving for retirement.Read more >

Social Media Influences Institutional Investment Decisions

Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.Read more >

Broad Strokes of New Fiduciary Rule Outlined by DOL

New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act as fiduciaries for investment clients.Read more >

EEOC Proposes Wellness Program Rules

The U.S. Equal Employment Opportunity Commission (EEOC) published a Notice of Proposed Rulemaking (NPRM) describing how Title I of the Americans with Disabilities Act (ADA) applies to employer wellness programs that are part of group health plans.Read more >

Changes Sponsors May See with New Fiduciary Rule

The Department of Labor’s (DOL) new fiduciary investment advice proposal replaces or updates past guidance about advice to Employee Retirement Income Security Act (ERISA) plan sponsors and participants in ways that would provide additional protections and make fees and who is acting as a fiduciary clearer.Read more >

What Tax Refund Use May Say About Someone

Americans of different economic status have differing ideas about income tax refunds, according to recent surveys.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

Advertising: advertise@strategic-i.com

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