(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 8th, 2016

Women's Financial Outlook Improves

Men and women have different approaches to finances.Read more >

Pre-Retirees Worry About Health

Many fear that less-than-ideal health, particularly in one’s older years, could derail retirement savings.Read more >

Retirement Portfolio Growth Will Be Lower

JP Morgan researchers suggest 7% or 8% annual return assumptions for retirement savers have very little chance of holding out in coming years and decades.Read more >
Retirees are better prepared than pre-retirees for paying for expenses in retirement, a study finds.Read more >

What Is a Settlor Expense?

We recently submitted an expense to our recordkeeper for reimbursement from plan assets for the retirement plan that we sponsor. However, the recordkeeper indicated that the expense could not be reimbursed from plan assets since it is a “settlor” expense. I have never heard of that term before; what in the world is a settlor expense?”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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