(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 29th, 2015

Government Improves Measure of Retirement Income

A new analysis by the Employee Benefit Research Institute (EBRI) shows that new questions to measure income in the U.S. Census Bureau’s Current Population Survey (CPS) revealed a significant amount of income from individual retirement accounts (IRAs) and 401(k)-type plans was being missed across all levels of income for Americans age 65 or older.Read more >

Retirement Readiness Low Among Young and Low-Income

A study highlights Americans’ need to focus on retirement planning and for additional resources for saving.Read more >

Encouraging Habitual Savings a Goal for Employers

The Aegon Retirement Readiness Survey 2015 indicates habitual savers are more prepared for retirement.Read more >

Americans Prioritize Short-Term over Distant Finances

A study from the Center for Retirement Research at Boston College finds even the wealthiest segment of savers has trouble with long-term financial planning—implying automation and simplicity are the best approaches to promoting retirement readiness.Read more >

Teachers Sue over Illegal Post-Retirement Contributions

Retired teachers say they were subject to taxes to which they would not have been if the school district had followed 403(b) regulations.Read more >

Transamerica App Encourages Participant Engagement

Retirement plan participants gain a clearer understanding of their personal retirement picture with the app’s OnTrack tool.Read more >

MetLife Offers QLAC for DC Plans

A new deferred income annuity from MetLife is designed specifically for the institutional market and is available for qualified defined contribution (DC) retirement plans.Read more >

Sedentary Workers Pack on Pounds

Most employees with employer wellness programs/gym benefits do not use them.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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