(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 19th, 2016

Millennials Committed to Saving

Access to employer-sponsored retirement plans helps them with this commitment.Read more >

Older Investors Prefer Advice in Person

A survey found Baby Boomers and Generation X lack trust in online financial advice.Read more >

Insights: Don’t Operate in Fear

It seems that lately it’s been, another day, another retirement plan lawsuit.Read more >
Investment provider SEI takes a look at the coming retirement crisis in its new report, “Do DC Plans Need to Be Redesigned?” The 2016 Defined Contribution Outlook especially scrutinizes what plan sponsors expect out of their plans.More than half of plan sponsors agree that the original purpose and current use of DC plans do not match up. Read more >

President Again Proposes Cap on Savings

President Obama says the proposed cap on tax-deferred savings distributes the cost of government more fairly among taxpayers of various income levels, while still providing substantial tax incentives for reasonable levels of retirement saving.Read more >

Adviser Search Service Extends Reach

A retirement plan investment consultant/plan adviser referral service for plan sponsors is now a national service.Read more >

ICMA-RC Promotes Savings Calculator

The public-sector retirement plan provider is introducing the tool in advance of America Saves Week.Read more >

Odd Excuses for Being Late to Work

While the usual suspects are to blame for why employees are late to work—traffic, oversleeping, bad weather, lack of sleep and needing to get kids to daycare or school—employers shared some of the more odd excuses they’ve heard.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

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