(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 5th, 2015

GAO: Many Older Households Lacking Savings

The Government Accountability Office (GAO) reports that maybe half of near-retirees have no money put aside.Read more >

DC Participants Feel Angst Over Retirement Costs

Even with money accumulating in defined contribution (DC) accounts against the day they will stop working, many retirement plan participants are afraid they will have too little to protect them from the steep costs that come with retiring and getting older, according to a new report from Spectrem Group.Read more >

PSNC 2015: Top Trends in Retirement Planning

Speaking at the 2015 PLANSPONSOR National Conference in Chicago, two longtime industry executives dissected the top trends impacting retirement plan administration and employee benefits generally.Read more >

PSNC 2015: What Success Looks Like

Going by what Plan Sponsor of the Year winners say, plan “success” means continuous improvement.Read more >

PSNC 2015: Re-Visioning Retirement

“We are in the middle of seeing some major transformations take place in retirement,” said Age Wave Co-Founder Maddy Dychtwald, speaking at the 10th annual PLANSPONSOR National Conference. “Throughout most of history, people didn’t age—they died.” Today, she said, there are two dynamic forces shaping retirement: Longevity and demography.Read more >

Retirement Plan Fees Mystifying to Many

About 42 million people are unaware they pay fees on their work place retirement plans, research says.Read more >

Few Have Retirement Distribution Plans

More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.Read more >

PSNC 2015: The Regulatory Environment

Lifetime income, service provider process changes and privacy of retirement plan information are just a few things for which plan sponsors need to prepare.Read more >

Accountant Opens Plan Audit Firm

JMM, CPA, in Colchester, Vermont, has opened a new firm specializing in employee benefit plan audits.Read more >

Firms Launch 403(b) Plan Program

A work place solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.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

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

Advertising: advertise@strategic-i.com

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