(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 28th, 2017

Americans Support Advantages of DC Plans

The vast majority (89%) of all households disagree with the statement that the “government should take away the tax advantages of defined contribution (DC) accounts,” and 90% “disagree with the idea of reducing the amount that individuals can contribute to DC accounts,” according to a study from the Investment Company Institute (ICI). Read more >

Employers Shifting to Programs That Include Financial Well-Being

Employers are almost unanimously shifting to an approach of total “well-being” that includes emotional and financial well-being, rather than the traditional approach, which only addressed physical health, according to a survey from Shortlister of the well-being subject matter experts at the nation’s top employee benefits consultants. Read more >

ICMA-RC Provides Materials for America Saves Week

ICMA-RC is recognizing America Saves Week, February 27 to March 4, 2017, by publishing an educational website for novice investors working for public-sector employers. Read more >
ASK THE EXPERTS
Rolling from a 403(b) Plan to a 401(a) Plan
“We are a large controlled group with some entities eligible to sponsor a 403(b) plan, and some not. We are going to be transferring a group of employees from an entity that has a 401(a) and 403(b) plan to an entity that can only maintain a 401(a) plan. Can we move the 401(a) and 403(b) plan monies of their current 501(c)(3) employer to the 401(a) plan of their new employer?” Read more >

Baby Boomers Adjusted Retirement Expectations Post Recession

A decade after the recession of 2007, more than half of Baby Boomers feel they have not benefitted from any recovery, according to a new study by the Center for a Secure Retirement (CSR). More Boomers feel they will rely on Social Security in retirement than before the recession. Read more >

Employees Feel Less Secure About Finances and Saving for Retirement

Concerns about financial security have the greatest impact on employees’ feelings of overall well-being, according to findings from the Fourth Annual Guardian Workplace Benefits Study. Generation X and single parents are feeling particularly strapped. Read more >

Americans’ Savings Efforts Have Worsened

Two-fifths (38%) of American households feel they are making good or excellent progress in meeting their savings needs, the 10th annual America Saves Week survey found, while more than one in four (27%) aren’t making any progress at all. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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