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July 6th, 2018

Expectations About Income Needed in Retirement May Be Too High

In the U.S., pre-retirees think they will need 74% of their income to live comfortably in retirement, but retirees actually receive 58%, and the majority of retirees consider their income to be sufficient, a survey finds.Read more >

Barry’s Pickings: We Need Standardized Lifetime Income Disclosure, ASAP

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses support for—and some opposition against—providing lifetime income disclosures to DC plan participants.Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

PBGC Sets Disaster Relief on IRS Autopilot

With some exceptions, Pension Benefit Guaranty Corporation (PBGC) premium payers and data providers can now assume filing relief from the pension insurer in each case that the Internal Revenue Service (IRS) issues its own disaster-related relief that impacts the filing of Forms 5500.Read more >

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

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