(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 15th, 2016
Bankers Life Center for a Secure Retirement took a look at the debt levels and confidence of pre-retirees and retirees, particularly middle-income Boomers, and found that they are in poor shape.Read more >

Employee Well-Being Takes Combination of Benefits/Perks

The O.C. Tanner Institute found seven benefits/perks impacted overall well-being the most.Read more >

Financial Education Improves Retirement Savings

Ninety percent of Millennials and Gen Xers said they would be comfortable talking with their employer about retirement planning.Read more >
The majority of Americans do not appear to have done much retirement planning, according to the Financial Industry Regulatory Authority’s (FINRA’s) report, “Financial Capability in the United States 2016.”Read more >

Roth Accounts Can Benefit Most Retirement Savers

The optimal asset allocation policy for most retirement savers involves diversifying between traditional pre-tax and Roth after-tax vehicles, research finds.Read more >

Men Think Differently About Retirement Planning Than Women

Men think about retirement more often than women, talk about it more frequently with work colleagues and believe they are more educated about tools needed to have a secure retirement, a survey finds.Read more >

The Department of Labor’s Employee Benefits Security Administration (EBSA) is hosting three fiduciary responsibilities seminars in July and August, in locations across the country.Read more >

Form 5500 Annual Report Modernization Proposed

The U.S. Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA), along with the Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC) are seeking public comments on proposed revisions to modernize and improve the Form 5500 Annual Return/Report filed by private-sector employee benefit plans.Read more >

A survey finds moderation and good judgment are key when using emojis and emoticons in workplace communications.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

Advertising: advertise@strategic-i.com

Subscribe to (blines), click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund