(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 8th, 2016

Another Diocese Moves to 403(b) Plan

Following a trend, the Diocese of Fall River, Massachusetts, froze its pension plan for all employees as of the end of 2015.Read more >

Individuals Want to Address Current Financial Challenges

A study finds budgeting, managing credit card debt, and paying off student loans were all higher financial priorities for 100,000 individuals profiled.Read more >
Researchers took a deep dive into a case study in which a real retirement plan sponsor fundamentally reworked its investment menu and found the reformed menu promoted better decisionmaking by retirement plan participants, and researchers estimate it could lead to millions in savings for plan participants.Read more >

Employees Making Progress on Retirement Readiness

Nearly half of employees are expected to be able to meet essential retirement expenses, up from 38% two years ago, Fidelity says.Read more >

How Much Income Will Social Security Replace?

New data shows Social Security will actually replace more pre-retirement income than the average the Social Security Administration reports.Read more >

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IRS Issues New User Fee Schedule for Employee Plans

The Internal Revenue Service (IRS) has added references to 403(b) pre-approved plans in its user fee guidance.Read more >

Fidelity Launches Personal Retirement Score

Fidelity Investments has introduced a new Personal Retirement Score tool to help participants see if they are on track for financial security in retirement.Read more >

CUNA Mutual Enhances Participant Website

CUNA Mutual Group has upgraded its BenefitsForYou.com retirement planning website, offering additional guidance and tools for plan participants and sponsors to successfully manage their retirement plans.Read more >

At What Temperature Should You Set the Office Thermostat?

A survey finds one in five workers has argued with a coworker about office temperature, and the wrong temperature can lead to lower productivity.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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