(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 5th, 2014

Plan Sponsors Place High Value on Match, Advisers

Ninety-four percent of
retirement plan sponsors polled by American Century Investments said providing
a matching contribution in their plans is at least somewhat important to
encourage employees to save, with 51% saying it is extremely important. Read more >

Many Lack Basic Retirement Income Knowledge

Just one in five
retirement-age Americans can pass a basic quiz on strategies to make their nest
eggs last throughout retirement. Read more >

Governments Report Efforts to Tame Health Benefit Costs

Rising health care
costs over the last decade have prompted many local governments to make changes
to their plans and strategies. Read more >

Regulatory Actions Ahead for 2015

Upcoming actions from the Department of Labor
(DOL), the Securities and Exchange Commission (SEC), and the Financial Industry
Regulatory Authority (FINRA) are all expected to have a direct impact on the
way retirement plans are administered under the Employee Retirement Income
Security Act (ERISA) and other legislation. Read more >

IRS Updates Retirement Plan Examination Information

Two updated publications from the IRS discuss
the employee plans examination process and appeal procedures. Read more >

Baby Boomers Share Top Financial Mistakes

Thirty-four percent of individuals older than 50
polled by the deVere Group cited not putting enough aside for retirement as
their biggest financial mistake. 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@strategic-i.com with Subject Ask the Experts

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

Advertising: advertise@strategic-i.com

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