(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 12th, 2018

Measurement of Retirement Success Varies Based on Different Assumptions

An analysis by the Employee Research Institute finds 57.4% of U.S. households are on track to be able to cover 100% of expenses in retirement, but if long-term care costs are removed from the equation, the percentage jumps to 75.5%.Read more >

Most Americans Have Not Figured Out How Much Is Needed to Retire

Among those who have made an estimate, the median amount is $650,000, Bankrate.com learned in a survey.Read more >

SEC Seeks Comments on Fund Disclosures and the Fees Charged for Them

The agency also adopted a new rule allowing fund companies to share information via the Internet.Read more >
Roth Accounts and Participant Post-Retirement Benefits
“I have heard that a Roth 403(b) can actually help participants maximize their after-tax retirement benefit. If this is true, can the Experts assist me with the math as to why?”Read more >

DC Plan Sponsors Are Focusing on Long-Term Retirement Objectives

A recent T. Rowe Price report uncovers how defined contribution (DC) plan sponsors are evolving their views of certain retirement-related risks and objectives. According to the survey, “Advancing the Way We Think About Retirement Risk and Outcomes,” the largest concern among plan sponsors includes participants’ longevity risk (with 42% of plan sponsors indicating this as their top worry), and the capacity to gain greater retirement account balances over the long term, when selecting target-date strategies or other qualified default investment alternatives (QDIAs) for participants.Read more >

Groups Issue Employer Guide for Implementing Wellness Programs

The guide for small and mid-sized employers is based on research that found what would promote employees’ participation in health wellness programs and barriers to employers offering and employees participating in them.Read more >

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

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