(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 24th, 2015

Creature Comforts Keep Boomers and Gen X from Saving

The number one reason keeping Generation X and Baby Boomers from saving more for retirement is an unwillingness to sacrifice their current quality of life, cited by 34% of Gen X and 29% of Boomers, Charles Schwab found in a survey of 1,000 investors.Read more >
A survey from Standard & Poor’s finds only 57% of U.S. adults are financially literate.Read more >

Participants Lose Out with Focus on Student Debt

LIMRA Secure Retirement Institute research finds paying down $30,000 in student loan debt, if prioritized over retirement savings, can rob a given worker of up to $325,000 in potential savings by retirement.Read more >
EBRI research shows household income is not a good indicator of how spending will shift in the early years after retirement.Read more >

Investors Overly Focused on Short-Term Returns

Research from TIAA-CREF shows a persistent focus on short-term returns leads to poor decisionmaking.Read more >

Principal Launches Enrollment Assistance Tool

Principal Financial Group has introduced My Virtual Coach, a new interactive resource that helps retirement plan participants make successful, informed decisions about their retirement savings for the future.Read more >

PLANSPONSOR’s parent company, Asset International (AI) announced the hiring of five executives, two senior staff and two advisers in support of the growing global demand for rapidly delivered insightful, relevant, and reliable, market intelligence and data.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.

PLANSPONSOR’s 2015 DC Survey

PLANSPONSOR’S much anticipated annual Defined Contribution Survey measures and evaluates the satisfaction levels of DC providers according to feedback from their plan sponsor clients. Major defined contribution providers are rated in 23 areas of participant/sponsor services. The information collected is intended for plan sponsors to gauge their plans against their peers.Read more >

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

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