(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 14th, 2016

Some Participants Plan Never to Retire

It’s a grim but unsurprising truth, and one plan sponsors should contemplate: the less assets an individual has saved for retirement, the likelier they are to plan to stay in the workforce indefinitely.Read more >

Many Not Taking Advantage of Delaying Social Security

Despite the fact that it can lower their Social Security benefits by as much as 30%, collecting Social Security before their full retirement age is the plan for more than four in 10 Americans age 50 or older, an Associated Press-NORC Center for Public Affairs Research poll found.Read more >
Whether it is to fill in the retirement savings gap or part of an overall financial strategy, equity compensation plans are attractive to employees.Read more >

DC Retirement Plan Investment Landscape Is Changed

The industry has made much more headway on improving participant portfolio construction, says Jean Young with the Vanguard Center for Retirement Research.Read more >

Solutions to Help Employees with Retirement Readiness

Solutions from MassMutual are helping employees manage financial well-being and total benefit spend to improve retirement readiness.Read more >

Empower Retirement today unveiled a new, redesigned version of its website, www.empower-retirement.com, a key component of its digital marketing efforts that are aimed at actively engaging clients, participants and advisers.Read more >

Ben Lewis, senior managing director at TIAA, has been elected to serve on the National Business Officer’s Association (NBOA) Board of Directors starting July 1.Read more >

Must Participant Loans Be Paid Upon Termination?

“Our recordkeeper insists that the final loan regulations require repayment of the loan upon termination of employment, but I have argued with them that this is not the case. Is the recordkeeper correct, or am I correct?”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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