(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 29th, 2016
Transamerica Center for Retirement Studies has released a report laying out the top concerns of retirees and how they are faring after the Great Recession of 2008. On average, retirees are living on $32,000 a year.Read more >

Communications Key to Increasing Recordkeeper Trust

Retirement plan participants’ trust and overall satisfaction with recordkeepers fell from 2015 to 2016, a study suggests.Read more >

Fewer Retirees Enjoying Their Golden Years

Retirees are increasingly dissatisfied with their retirements, according to a new report from the Employee Benefit Research Institute. Data gathered from 1998 to 2012 through the University of Michigan’s Health and Retirement Study (HRS) shows that fewer Americans say they are “very satisfied” with retirement, while a growing number of retirees say they are “not at all satisfied.”Read more >
“Until such point that we can get rid of the 15-year catch-up provision in our plan, do the Experts have any suggestions to maximize our chances that the calculations will be performed correctly?”Read more >

Not-for-Profit/Governmental DC Plan Market Growing

Total not-for-profit/governmental DC plan assets are expected to grow at a compound annual growth rate (CAGR) of 7%, according to Cerulli Associates.Read more >

Investment Fees Lower in 2015

On average, U.S. investors paid lower fund expenses in 2015 than ever before, as assets continue to flow into lower-cost index mutual funds, exchange-traded funds (ETFs), and institutional share classes, Morningstar reports.Read more >

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Asset International (AI) has announced the launch of its new and improved Research Library. It now features reports from not only AI’s U.S. media brands, such as PLANSPONSOR and PLANADVISER, but also research from its Canadian counterparts at Investor Economics, and from its UK-based Global Custodian group.Read more >

Vanguard Reports Fund Expense Reductions

Vanguard has lowered expenses for 73 share classes offered by a variety of Vanguard mutual funds, including its two largest bond funds and two largest stock funds, complementing changes made to about 200 fund share classes during 2015.Read more >

For the third year in a row, newspaper reporter came in dead last on CareerCast.com’s 28th annual Jobs Rated report. Human resources manager came in 12th on the list.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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