(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 9th, 2016

One-Third of Pre-Retirees Not Saving for Health Care Expenses

More than seven in 10 Americans nearing retirement say they are ‘terrified’ of what health care costs may do to their retirement plans, according to the sixth annual Nationwide Retirement Institute survey conducted by Harris Poll. Yet, one in three say they are not doing anything today to save for health care costs in retirement. Read more >

Remedying the Misuse of TDFs

Defined contribution (DC) plan sponsors should provide education in appropriate ways and at appropriate times to help participants understand not only how target-date funds (TDFs) work, but how to select the one that’s right for them. 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

Helping Participants Get on the Right Track to Retirement in 2017

Moving into 2017, retirement plan participants are going to face several challenges preventing them from properly saving for retirement; however, plan sponsors can take several steps to put these investors on the right path. Read more >

Groups Ask Agencies to Pull Back on Form 5500 Modernization

Industry groups cite higher costs and burdens on employers, as well as the inevitability of “more frivolous litigation.” Read more >

Doing What’s Best for Participants Is a Balancing Act

A GAO report about how certain DC plan design features can hinder retirement outcomes highlights how, even when making non-fiduciary decisions, there are questions about what is best for participants. Read more >

DC Plan Participants Would Like to Fund Emergency Savings First

Two-thirds of workers are interested in a proposal that an automatic emergency savings account could be funded up to a specific amount, after which time the money would automatically go into their DC plan. Read more >

Break from the Grind: Managers Behaving Badly

A survey reveals some embarrassing things managers did at an office holiday party. Read more >

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

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