(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 27th, 2016
Workers have ideas for new flexible retirements, and employers and governments can offer solutions.Read more >
There is a disconnect between what sponsors think participants want from them and how much more proactive participants would like their employers to be, according to a new report from American Century.Read more >

Improving Financial Wellness for Each Generation

While all generations can benefit from financial wellness education, each generation learns differently and has different challenges, and Gen X is especially vulnerable.Read more >
An IRS webcast revealed common universal availability rule errors found by the IRS, and discussed rule provisions, as well as how to avoid and fix errors.Read more >

Student Loan Debt Coaching Can Improve Participant Outcomes

The Plan Sponsor Council of America (PSCA) revealed new findings from its study assessing student loan debt and plan sponsors’ responses to the perceived notion that student debt affects employees’ participation in company retirement plans. The survey finds employers are warming to the idea of student loan support.Read more >

Habitual Savings Critical for Retirement Readiness Success

Research reveals times to ‘nudge’ employees into saving for retirement and ways to make it easy for them to do so.Read more >

Americans Increasingly Concerned About Outliving Savings

According to the latest findings from Northwestern Mutual’s 2016 Planning & Progress Study, two-thirds of Americans believe there is some chance that they will outlive their savings. However, the study found Americans are not proactively addressing the financial implications of living longer.Read more >

Hospital Agrees to Settlement in Church Plan Case

Saint Francis Hospital, one of many health care organizations that have been sued over the “church plan” status of their pensions, has agreed to a $107 million settlement of its case.Read more >

Nearly seven in ten parents (68%) currently give their children an allowance, and the children are working for it, according to a survey by the American Institute of Certified Public Accountants CPAs (AICPA). The survey finds children have seen a raise in pay.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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