(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 29th, 2016

PSOY Finalists: 403(b)

Congratulations to our Plan Sponsor of the Year finalists in the 403(b) category.Read more >

PSOY Finalists: Public DC

Congratulations to our Plan Sponsor of the Year finalists in the Public DC category.Read more >

Participants Show Troubling QDIA Behaviors

Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights some troubling behaviors among participants invested in their plan’s default.Read more >
The old concept of income replacement rate is simple and may omit significant factors, a research paper suggests.Read more >

Nondiscrimination Relief for Closed DBs Proposed

The proposed rule will help closed DB plans continue to satisfy minimum coverage and other testing requirements.Read more >

Calling retirement a “pillar of the middle class,” Labor Secretary Tom Perez introduced a number of retirement proposals that are going to be included in President Obama’s 2017 budget.Read more >

IRS Proposes NRA Rule for Governmental Plans

The agency has added more safe harbors to the normal retirement age requirements.Read more >

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.Read more >

In addition to when to retire, people may consider where to retire. WalletHub has prepared a ranking of the 50 states and the District of Columbia across 24 key metrics. By overall rank, the top five places to retire are Florida, Wyoming, South Dakota, South Carolina and Colorado.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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