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February 26th, 2016 |
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ASK THE EXPERTS
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| Only about half of non-retired persons say they are saving enough for a suitable standard of living in retirement.Read more > |
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| Retirement Planning Tools May Not Be DependableAccording to academic researchers in personal financial planning, retirement planning tools may lack crucial inputs or subtly push individuals to buy investment products.Read more > | Stretching the Match a Motivation to Save MoreResearch finds many retirement plan participants use the match as a guide for how much to save in their plans.Read more > | Plan Sponsor of the Year StandoutsThis year, we introduced a new recognition, the PLANSPONSOR Plan Sponsor of the Year Standout. This recognition is for categories that did not receive enough entries to allow for multiple finalists but included strong plans. In the Public DB and Corporate DB categories, judges selected one plan sponsor that rose above the rest.Read more > | Most Who Get Tax Refunds Spend ThemAn analysis from Morningstar’s HelloWallet found that most workers spend their tax refunds; only 37% saved their tax refunds in 2014. What do they spend them on?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. |
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