(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 20th, 2016

Retirement Health Care Costs Could Top $375K

Even those who have met their 80% income replacement goal will need more to cover all health care expenses, a study finds.Read more >

NCPERS Study Sees More Volatility from Fewer DBs

The National Conference on Public Employee Retirement Systems (NCPERS) finds the shift of public-sector workers from defined benefit (DB) plans to defined contribution (DC) plans impacts economic volatility.Read more >
“Are there still rules that allow church employees to contribute more than they might normally be able to do under the existing contribution limits?”Read more >

CalPERs Investment Office Continues to Cut Expenses

The California Public Employees’ Retirement System (CalPERS) attributes the savings to several factors.Read more >

IRS Issues Final Rules for Allocating Roth Distributions

The regulations remove the allocation rule for disbursements from designated Roth retirement accounts to multiple destinations.Read more >

Principal Makes Online Retirement Planner Available

Individuals do not have to have a retirement account with Principal in order to participate in Principal’s retirement planning challenge.Read more >

Mother’s Day has passed this year, and finder.com has tallied up how much Americans spent on Mom. Its research suggests that the average American spent $124 on their Mother’s Day gifts this year, adding up to a grand total of $30.309 billion. Sons were more generous, spending almost double than what daughters spent. The research also finds Americans are not planning to be as generous to Dad.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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