(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 8th, 2016
Present bias and exponential-growth bias both affect how much people will save for retirement, a study finds.Read more >

Paying Bills Edges Out Retirement Savings for Many

Most respondents to a survey say that if they had a budget, they would be better able to juggle bills and retirement savings at the same time.Read more >

Final Fiduciary Rule Includes Requested Changes

The final rule ‘defines a variety of investment education activities that fall short of fiduciary conduct.’Read more >
The 2015 PLANSPONSOR Defined Contribution (DC) Survey reveals which qualified default investment alternatives (QDIAs) are being used by plan sponsors in different market sizes.Read more >

What ERISA Plan Sponsors Should Know About Fiduciary Rule

The final rule from the Department of Labor (DOL) scaled back on some requirements, but left others in place.Read more >

QDRO Resurrected by District Court

A federal district court found a woman who was repeatedly denied pension benefits of her ex-spouse can now recover those benefits after his death.Read more >

Voya Investment Management has expanded access to its target-date mutual fund series, the Target Retirement Funds.Read more >

DC Optimization Can Help With Workforce Management

Scott Boyd, SVP, National Platform Distribution and Relationships and head of Healthcare Solutions for Prudential Retirement, discusses how Prudential’s DC Optimization solution helps health care organizations and other plan sponsors design efficient plans that improve participant outcomes.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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