(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 27th, 2015

Giving Millennials a Push to Save

A study from LearnVest, a financial wellness program provider, suggests a look into the future could convince younger employees to save more now.Read more >

Plan Design 2015

Plan sponsors are “choice architects” in that they must structure their plan so that it determines what elections participants can make, says adviser Joseph DeNoyior, managing partner at Washington Financial Group in McLean, Virginia.Read more >

President Obama Proposes Retirement Tax Reform

President Obama’s retirement tax reform plan would give 30 million additional workers the opportunity to save for retirement through their employers, but would put a limit on lifetime savings.Read more >

Ask the Experts – Difference Between Roth and After-Tax

What is the difference between a Roth 403(b) contribution and an after-tax 403(b) contribution?”Read more >

Considering Value

As managing principal at Retirement Benefits Group in Irvine, California, Gary Josephs is often called on to discuss how the price/value question applies to employer-sponsored benefits, especially in regard to defined contribution (DC) retirement plans.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

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