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November 17th, 2017

Gen X Set to Repeat Baby Boomers’ Retirement Savings Mistakes

Nearly half (47%) of Baby Boomers confessed that spending money on things they didn’t need and getting into too much debt were their biggest financial mistakes they made when they were young. And more Gen Xers say they regret spending and accumulating debt than previous generations, a survey found.Read more >

Debt in Retirement Affects Confidence

Only half of retirees with debt are confident they will be able to live the lifestyle they want, but 70% of retirees without debt are confident.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

Lawmakers Rethink Changes to Deferred Compensation

Both the preliminary versions of the House and Senate tax reform proposals would have made major changes to the treatment of deferred compensation for executives and highly-paid employees. However, following the earliest stages of debate, both the House and the Senate seem to have backed away from major changes to deferred compensation arrangements, as well as from other retirement-industry focused proposals.Read more >

Participants Say More Information About Plan Investment Fees Would Be Useful

Roughly four in five retirement plan participants said it would be at least somewhat useful to have additional information about investment fees, according to research from The Pew Charitable Trusts.Read more >

IRS Releases Covered Compensation Tables

The tables are to be used for determining contributions to DB plans and permitted disparity in DC plan contributions.Read more >

Millennials Want Employer Help With Financial Matters

Forty-three percent of Millennials say they need help managing saving for retirement, while 40% want help with good general savings habits.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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