(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 1st, 2016

Millennials Show Investing, Retirement Confidence

More Millennials than Baby Boomers are confident that they’ll reach their retirement savings goal, a survey finds.Read more >

A Simple Rule for Spending Down Retirement Savings

A new rule put forth by a fellow of the Society of Actuaries allows a comfortable, reasonable level of spending without retirees doing a lot of analysis and planning.Read more >
Fifty-one percent of Americans surveyed identified “having enough money to last my whole life” as a very big problem when they thought about living to age 100.Read more >

Wells Fargo Finds Diversification Has Improved in DC Plans

Younger and less tenured employees are more likely to satisfy the minimum diversification goal.Read more >

Analysis Finds Concerning Differences in Retirement Income Calculators

Inputs and assumptions were disconcerting, and action steps suggested, or lack thereof, were alarming, Corporate Insight says.Read more >

Fidelity Drops Pricing on Index Mutual Funds

Fidelity Investments announced that effective July 1, 2016, it will reduce total net expenses on 27 of its equity and bond index mutual funds and exchange-traded funds (ETFs).Read more >

Kiplinger Online Editor Stacy Rapacon compiled lists of the 10 States Where You Will Want to Retire and 15 Worst States for Retirement. States were measured on factors such as cost of living, average income for age 65 and older households, average health care costs for retired couples and tax friendliness for retirees.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.

2016 PLANSPONSOR Recordkeeping Survey

PLANSPONSOR’s 18th annual Recordkeeping Survey questionnaire was distributed to known providers of full-service and unbundled recordkeeping for both qualified and nonqualified defined contribution (DC) plans. A total of 60 responses were received prior to the survey deadline in May.Read more >

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

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