March 29th, 2016

Retirement Plan Review Focus Differs with Adviser Use

Unfortunately, on the bottom of the list of priorities during plan reviews for both sponsors that work with an adviser (27%) and those that do not (25%) is whether employees are saving enough.Read more >

Millennials Are Getting Serious About Savings

There was an impressive jump in the number of Millennials saving at least 5% of their income towards retirement or other long-term financial goals during the last year.Read more >

Understanding Tribal Government Retirement Plans

Administering tribal government retirement plans requires understanding of federal law, state law and tribal law.Read more >

ASK THE EXPERTS

Although total retirement assets were unchanged from the end of 2014 to the end of 2015, the makeup of those assets changed.Read more >

After-Tax Rollover Strategy

“I have read a number of articles lately promoting the benefits of making after-tax contributions to a retirement plan and rolling such contributions over to a Roth IRA at retirement. Does it work?”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

Advertising: advertise@strategic-i.com

Subscribe to (blines), click here.

To unsubscribe, click here.

BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund