(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 2nd, 2016

Does Health Capacity Support Desire to Retire Later?

Researchers analyzed whether it is realistic to expect that older individuals will be able to work longer.Read more >

Benefits No Longer Driving Retirement Decisions

As employer retirement and health care benefits become less generous (and early retirement incentives become rarer), employers wield less direct influence over their employees’ retirement decisions.Read more >
Congratulations to our 2016 Plan Sponsor of the Year finalists in the 403(b) category.Read more >

More Than Withdrawal Strategy Needed for Retirement Income

Fifty-six percent of Americans do not have a retirement income strategy, and among those that do, the most sophisticated plan is simply withdrawing money from savings accounts, a tactic that LIMRA does not recommend.Read more >

Lessons from a TDF Portfolio Manager

Dan Oldroyd with J.P. Morgan provides TDF investment tips for retirement plan fiduciaries.Read more >

USI Adds Tribal Government Expert

Cory Blankenship has joined USI Consulting Group as an associate vice president and relationship manager, retirement services. Blankenship has more than nine years of experience in nonprofit management, tribal governance and tribal finance.Read more >

Ask the Experts – 300 and Counting!

Recently, Ask the Experts passed a notable milestone, as the 300th Q&A was published. The Experts have a note for readers.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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