(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 5th, 2019

Estimates for Health Care Costs in Retirement Continue to Rise

A 65-year old couple retiring in 2019 can expect to spend $285,000 in health care and medical expenses throughout retirement, Fidelity estimates, but it says it is possible to save for retirement health costs via health savings accounts. Read more >

University of Pittsburgh

An expanded profile is now available for PLANSPONSOR’s Plan Sponsor of the Year award winner in the Public Defined Contribution category. Read more >
ASK THE EXPERTS
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

DC Plan Participants Share Incentives for Saving More

A company match contribution or bigger company match, more education and access to financial advice are among incentives for savings identified in a Natixis survey. Read more >

Court Orders Briefing in George Washington University ERISA Suit

The question in the lawsuit, according to a federal judge, is whether the plaintiff has standing to sue, for one, because she signed a settlement agreement with the university, and also, the defendants claim, she has not proved harm in her challenges to investments used in the university’s 403(b) plan. Read more >

What’s in the Retirement Enhancement and Savings Act of 2019?

A 2019 version of the popular “RESA” legislation has been reintroduced in the Senate, which has published a helpful section-by-section summary of the sweeping retirement reform proposal, including summaries for sections regarding changes for 403(b) plans. Read more >

Pentegra Offers Guide for Millennials to Get on Path to Financial Wellness

The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt, and provides asset allocation guidance. Read more >

Break From the Grind: Employees Use Company Time and Resources to Prepare Taxes

Michael Steinitz, with Accountemps, warns, there is a “risk of accidentally exposing sensitive personal financial records by leaving documents in the copier or inadvertently emailing a coworker,” when preparing personal tax returns at work. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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