(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 13th, 2016

Student Loan Debt Delaying Retirement Savings

Student loan debt is causing Americans to delay saving for the future and forcing them to take on multiple jobs, according to a survey from the American Institute of CPAs conducted by Harris Poll.Read more >

Considering Leisure Hours in Retirement Planning

Participants must consider how they will spend down retirement assets, and converting their saved sum into projected “leisure hours” is an effective way to get the conversation going.Read more >
“We just received a draft summary plan description (SPD) for our retirement plan for review.I am new to reviewing SPDs; do the Experts have any suggestions as to how I should review?”Read more >

Millennial Women Need a Boost in Retirement Savings

Millennial women are falling behind men when it comes to retirement saving, T. Rowe Price found in a survey. The firm suggests a number of steps plan sponsors can take to engage women in saving more for retirement.Read more >

IRS Reminds Tax-Exempts to File Form 990

Losing tax-exempt status can affect the ability to offer 403(b) plans.Read more >

SPARK to Establish Data Security Standards for Recordkeepers

The newly established Data Security Oversight Board will collaborate to establish uniform criteria for recordkeepers and certify those who meet the criteria.Read more >

For the second year in a row, Emma and Noah are America’s most popular baby names, according to the Social Security Administration. This marks the third year at number one for Noah and the second for Emma. There are two new names in the top 10 this year.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