(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 24th, 2015

Risk Questionnaires May Not Help Participants

Qualitative risk tolerance assessments are ambiguous and unhelpful to investors, contends a new white paper.Read more >

Even NFL Players Could Use Retirement Planning Help

Initial bankruptcy filings among National Football League (NFL) players begin very soon after retirement and continue at a substantial rate through at least the first 12 years of retirement, according to a study published by the National Bureau for Economic Research (NBER).Read more >

Retirement Plan Issues on the IRS’ Radar

Mike Sanders, area manager for the Mid-Atlantic area, Employee Plans, IRS, warned attendees of the 44th Annual Retirement & Benefits Management Seminar, hosted by the Darla Moore School of Business at the University of South Carolina, and co-sponsored by PLANSPONSOR, about potential audit triggers.Read more >

Demographics Prompting Focus on Retirement Income

One of the most important factors impacting those in the retirement industry is workforce demographics, said Fred Reish, chair of the financial services ERISA team at the law firm of Drinker, Biddle & Reath LLP.Read more >

Consulting Firm Unveils 403(b) Plan Offering

Revzon Consulting Group has introduced the EZ B Plan, a low-cost 403(b) plan for small non-profit organizations, churches and municipalities.Read more >

Millennials Surprised by Lack of Training at Work

The “lack of company support for training and development” is the No. 1 most surprising aspect of work in the “real world” for Millennials, according to a national study by online training platform Mindflash.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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