(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 20th, 2015

Disruptions Take a Bite Out of Retirement Savings

Major life events—unemployment, divorce, serious health issues, buying a home—can disrupt long-term saving and investing, and negatively impact retirement plans, according to TD Ameritrade’s 2015 Financial Disruptions Survey.Read more >

Getting Auto-Enrollment Implementation Right

Implementing automatic enrollment without thinking through plan design can result in compliance and administrative issues.Read more >

Helping Participants Save More, Invest Better

The current average 401(k) participant deferral rate is 7.2%, and that is simply not high enough, according to Joe Ready, director of Institutional Retirement and Trust at Wells Fargo.Read more >

Written Plans for Retirement Are Better Motivators

A survey by LIMRA shows nine out of 10 savers say a written plan helps them to better understand their goals, while three out of four feel they are more likely to follow a written retirement plan.Read more >

Participants Don’t Realize Benefit of Savings Boost

If only retirement plan participants knew how a small change in retirement savings could add up, they would be more willing to make the change, Fidelity poll suggests.Read more >

EBRI Estimates $4T in Retirement Savings Shortfall

New research from the Employee Benefit Research Institute (EBRI) indicates the retirement savings gap for Americans varies widely by gender and marital status, among other factors.Read more >

IRS Announces Retirement Plan Webinar on Loans

On March 26, at 2:00 p.m. EST, the IRS will host a webinar titled “Retirement Plan Loans to Participants.”Read more >

Some Workers Lack Quitting Skills

HR managers were asked by OfficeTeam to recount the most unusual way they have heard someone quit a job.Read more >
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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