(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 5th, 2016

Savings Commitment Shaken By Market Decline

New survey data from America Saves, the education and advocacy campaign managed by the nonprofit Consumer Federation of America, finds strong savings commitment among those who have already started the difficult task of preparing financially for retirement via regular personal savings.Read more >

Switching Over

No one ever said switching recordkeepers was painless. But a conversion can be less complicated than plan sponsors might fear—if they do it the right way.Read more >
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 >

Barry’s Pickings Online: Getting Our Priorities Straight

Michael Barry, president of the Plan Advisory Services Group, discusses encouraging terminating participants to leave their assets in the retirement savings system.Read more >

Nationwide Names Two Leaders for Public-Sector Sales

Nationwide has named two new leaders to oversee public-sector sales, relationship management and acquisition efforts in the eastern region of the United States.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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