(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 4th, 2015

Why Workers Retire Earlier Than Planned

Health is the top driver of early retirement, research finds.Read more >

Making the Best Auto Enrollment Decisions

There are several factors to consider when deciding whether and how to implement automatic enrollment before making it a done deal.Read more >

How Participants Can Become Millionaires

It’s a question many people ask themselves during a working career: What would it take for a middle class person to save a million dollars?Read more >
Which recordkeeping issues are resolvable and which send you packing?Read more >

Retirees Share Realities with Younger Generations

Workers should save more, earlier to prepare for retiring sooner than planned and to meet the competing financial priorities in retirement.Read more >

Many Doctors Not Saving Well for Retirement

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.Read more >

Investors Choose Guarantees over Growth

Market volatility has made investors skittish, according to the 2015 Market Perceptions Study from Allianz Life Insurance Company of North America.Read more >

Sponsored message from Wells Fargo

PLANSPONSOR interviews Joe Ready
Stephen Moylan interviews Joe Ready, EVP at Wells Fargo Institutional Retirement and Trust. Ready discusses the evolution of 401(k) plans and the future of retirement planning.Read more >

Wells Fargo Expands Investment Solutions

Wells Fargo Asset Management launched a suite of actively managed target-date funds (TDFs).Read more >

A Guide to Plan Distribution Success

Employee Retirement Income Security Act (ERISA) plan sponsors have some important fiduciary responsibilities related to retirement plan distributions and rollovers.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

Advertising: advertise@strategic-i.com

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