(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 12th, 2014

Higher Ed. Employees Set Retirement Savings Example

Employees at colleges
and universities are more likely than employees in other professions to have
taken concrete steps to plan and save for retirement, a TIAA-CREF survey
suggests. Read more >

Financial and Emotional Planning Key to Happy Retirement

The retirees surveyed
by MassMutual who expressed the highest levels of contentment in retirement are
the ones who took concrete steps to order both their emotional and their
financial lives at least five years before retirement. Read more >

2015 Year in Preview

Trends, legislation,
regulations and litigation will continue to affect the retirement industry in
2015. Read more >

Russell Sale Prompts Review of Investment Benchmarks

One retirement industry
expert says the London Stock Exchange Group’s purchase of the Frank Russell
Company, also known as Russell Investments, is a good opportunity for
retirement plan fiduciaries and investors to think a little deeper about how
their portfolios are built and measured. Read more >

Overlooked Factors Can Dim Retirement Outlook

There is a pretty long
list of elements people commonly forget to consider in their retirement savings
effort, David Blanchett, head of retirement research for Morningstar, tells
PLANSPONSOR. Read more >

IRS Weighs In on What Records to Keep

The Internal Revenue Service (IRS) notes that
retirement plan sponsors are required by law to keep books and records
available for review by the agency. Read more >

Multnomah Group Hires Investment Consultant

Multnomah Group announced the addition of Amy
Ouellette as a new investment consultant working out of the firm’s Portland,
Oregon, office. Read more >

True Loves’ Christmas Costs

Based on buying one of each of the gifts in the
holiday classic, “The Twelve Days of Christmas,” the price tag for
the PNC Christmas Price Index (CPI) is $27,673.21 in 2014, just $280.04 more
than last year. 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@issgovernance.com with Subject Ask the Experts

Editorial: Alison Cooke Mintzer alison.mintzer@issgovernance.com

Advertising: advertise@issgovernance.com

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