(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 12th, 2016

The Need to Save More to Adjust for Future Market Expectations

A white paper suggests not only that defined contribution (DC) plan participants increase their savings rate, but that investment options should be adjusted to address potential lower stock and bond returns in the coming years.Read more >

Auto-Feature Evolution Post-PPA and Beyond

Automatic plan features popularized by the Pension Protection Act of 2006 have helped to drive major change and, for the most part, major improvement in the DC retirement planning system.Read more >
State Street Global Advisors (SSGA) contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.Read more >

All Generations Need Retirement Savings Knowledge

However, a study from Principal found Millennials are more open to having financial conversations and using online tools.Read more >

Duke University Employees Sue Over 403(b) Plan

The suit calls out the traditional 403(b) plan model of offering multiple funds, including individual annuities, and using multiple recordkeepers.Read more >

University DC Plans Latest Target of ERISA Complaints

Schlichter, Bogard and Denton filed separate class action lawsuits against three universities, seeking various damages and remedies for some 60,000 employees enrolled in the universities’ defined contribution (DC) retirement plans.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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