(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 1st, 2015

Helping Participants Plan Their Distributions

Employees receive education about saving for retirement from their employers, but something rarely discussed is how to make that savings last.Read more >

Number Expecting to Rely on Social Security Increasing

Even among the youngest cohort (ages 18 to 34) the percentage expecting Social Security to be a major source of retirement income has doubled—from 13% in 2005-2006 to 26% in 2014-2015.Read more >

Fidelity Reports Record High Retirement Plan Balances

Participants in Fidelity retirement plans set new records for account balances and contribution rate increases during Q1 2015.Read more >

Conservative Investments Still Needed in Plans

Participants need investment choices that can help them diversify their risk.Read more >

Plan Sponsors Are Getting the Retirement Message

Fidelity’s latest retirement industry snapshot report suggests more plan sponsors are implementing helpful plan design changes.Read more >

Top Hat Retirement Plan ‘Traps for the Unwary’

While “top hat” retirement plans for executives are not subject to many ERISA requirements, there are still opportunities for plan sponsors to get in trouble with them.Read more >

Mobile App Enhances Financial Literacy

The mobile application (app) created by ICMA-RC is a virtual education center for public sector employees, providing access to retirement planning resources anytime and anywhere.Read more >

Analysis Reveals Changing Workforce Demographics

A CareerBuilder survey finds 8.3 million people joined the age 55 and older work force while many Millennials (22- to 34-year-olds) find themselves holding the same jobs after graduation as they might have occupied right out of high school.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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