(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 5th, 2016

2016 PLANSPONSOR Service Stars

The PLANSPONSOR Service Star program aims to recognize individual retirement plan account reps and relationship managers who, in the words of their clients, have demonstrated not merely excellent, but exemplary service over the past year. Derived from PLANSPONSOR’s 2015 Defined Contribution (DC) Survey, the individuals were chosen by the PLANSPONSOR Surveys & Research team.Read more >
If today’s working-age households had the same level of student debt as those recently leaving college, an additional 4.6% would be at risk of having inadequate income in retirement.Read more >
Researchers analyzed whether it is realistic to expect that older individuals will be able to work longer.Read more >

With the Super Bowl this weekend, no doubt most players aren’t thinking about their retirement benefits. However, as the word is that this Super Bowl will be Broncos quarterback Peyton Manning’s last outing before retiring, at least he will be thinking about it after the big game. The Society of Actuaries (SOA) has done a study about the National Football League’s (NFL’s) multiemployer defined benefit (DB) plan.Read more >

Retirement Not Top Savings Goal for Millennials

The number one reason Millennials invest is to have an emergency/“rainy day” fund, a survey finds.Read more >

Gen X Most Worried About Retirement

Competing financial priorities are making Generation X far less confident than other generations that they will be able to make ends meet in retirement.Read more >

Formal Written Retirement Plan Increases Confidence

While three-quarters of pre-retirees and retirees have some kind of financial retirement plan, only 16% have a formal written retirement plan, a LIMRA study found.Read more >

Partial TDF Use Can Hinder Good Outcomes

A recent report from Voya Investment Management contains a trove of fresh insights into the behaviors and preferences of target-date fund investors, including “partial” TDF users who may be selling themselves short.Read more >

Twenty percent of employees think workplace distractions consistently hinder their workplace performance and efficiency, while 18% feel they enhance it, according to a survey.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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