(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 4th, 2016

Retirees Have Lessons for Planning for Retirement Income

Retirees are better prepared than pre-retirees for paying for expenses in retirement, a study finds.Read more >

Reenrollment Gets Participants’ Portfolios on Track

It also can result in much lower investment costs for participants, a Vanguard case study shows.Read more >

Overconfidence Drives TDF Misuse

Participants may need even more education surrounding target-date funds and account choices to avoid misusing the investment, says a new Financial Engines study.Read more >
LIMRA Secure Retirement Institute found consumers who save for retirement are more likely to save for other goals.Read more >

Retirement plan sponsors and advisers are too focused on short-term performance when it comes to selecting target-date funds (TDFs), according to the MFS Defined Contribution Investment Trends Study.Read more >

How will presidential candidate proposals affect the DC plan tax deal?Read more >

That CEO Request May Not Be from the CEO

The IRS has issued an alert about a phishing scheme involving W-2s.Read more >

Retirement Trust for Associations Launched

Empower Retirement has been engaged to market and distribute the plan within the association and nonprofit community.Read more >

Empower Realigns Recordkeeping Business

Moving forward, the name “Empower Institutional” will replace FASCore as the company’s public-facing brand.Read more >

A survey reveals Generation X has different priorities than other generations in the workplace. Executives say Gen X cares more than other generations about getting the job done.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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