(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 19th, 2014

Baby Boomers Want Phased Retirement

A survey from the Transamerica Center for Retirement Studies found that for most Baby Boomer workers, retirement is no longer a point in time in which one immediately stops working.Read more >

Targeted Education Can Boost Retirement Readiness

Aaron Friedman, national tax-exempt practice leader at The Principal, says for plan sponsors concerned with the retirement readiness of all participant age groups, targeted messaging will reach each group, and can alleviate some of these concerns.Read more >

Little Change in Retirement Assets in Q3

Total 403(b) plan assets were $928 billion as of September 30, 2014, according to the Investment Company Institute’s (ICI) Q3 Retirement Update.Read more >

Treasury Issues Final myRA Regs

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the backbone of the president’s myRA program.Read more >

That Employee Shopping Online May Be the Boss

If employees are shopping online this holiday season, they’re more likely to be senior level employees, a survey finds.Read more >
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

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

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