(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 21st, 2014

Emerging and Growing Trends in DC Plans

A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.Read more >

Recession Shifted Retirement Expectations

Americans’ retirement expectations were damaged significantly by the “Great Recession,” as seen in a nearly 23% drop in workers retiring early or close to their expected date.Read more >

Efforts Needed to Address Women’s Retirement Readiness

Women’s path to a financially secure retirement is filled with many obstacles, a global survey shows.Read more >

Worried the Money Will Run Out

Half of employees approaching retirement wish they had started saving sooner, a TIAA-CREF survey finds.Read more >

Retirement Readiness Efforts Should Be Optimized

More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement readiness has become a major issue for their employees.Read more >

Employers Give Low Grades to Employee Savings Habits

A survey from the LIMRA Secure Retirement Institute shows one-third of plan sponsors give their retirement plans an A, and 46% give their plans a B. However, only one-quarter give an A grade to employees’ retirement savings habits, and 36% give employees’ savings habits a B.Read more >

School District Settles Retirement Plan Age Bias Suit

A Phoenix, Arizona, school district has settled an Equal Employment Opportunity Commission lawsuit that claimed its early retirement incentive plan was age discriminatory.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

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