(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 28th, 2015

Retirement Planning Takes a Life Vision

There is more to retirement planning than making financial calculations—more to living in retirement than securing an income stream.Read more >

Employees Need Help with Social Security Planning

David Giertz, president of distribution and sales at Nationwide, says the firm’s second annual survey of individuals nearing retirement and those who are retired unearthed numerous misconceptions about Social Security.Read more >
“What is the difference between a QPSA and QJSA?”Read more >

Industry Looks to Ease Investor Jitters

The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the fundamentals—at the roles volatility and perception play in global markets.Read more >

Teachers File Lawsuit Against Ky. Retirement System

Several teachers have filed a lawsuit on behalf of current and former members of the Kentucky Teachers’ Retirement System (KTRS) alleging violations of state law, the Fair Labor Standards Act and the U.S. Constitution.Read more >

Certain Identity Theft Benefits Not Taxable

The IRS says identity protection received as a result of a data breach will not be considered taxable benefits.Read more >

Adolescent Actions Common in the Workplace

Seventy-seven percent of surveyed employees say they have witnessed some type of childish behavior in the workplace, and employers weigh in on what actions may hurt chances of promotion.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 will 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

Advertising: advertise@strategic-i.com

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