(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 3rd, 2015

Last Days for Plan Sponsor of the Year Nominations

We are now accepting nominations for the 2016 PLANSPONSOR Plan Sponsor of the Year awards. We are looking for plans of all types—pension, 401(k), 403(b), 457, public DC, etc.—and of all sizes. Nominations close November 4.Read more >

Americans Share Financial Regrets

Although 59% of Americans set a goal to save for retirement in 2015, only 31% are doing so, according to a new survey of 1,000 people with investable assets between $50,000 and $250,000 conducted by Bank of America and Merrill Edge.Read more >
Fidelity research busts five common retirement myths.Read more >

Using Data to Predict Participant Outcomes

“With a proper theory in hand, a plan sponsor could look at a dataset for a given plan participant and identify exactly how likely he or she is to take a loan or even cash out of the plan. The sponsor could even choose to take advanced action to prevent participants from harming their retirement outlook.”Read more >

Lawsuit Questions Custom Target-Date Fund Construction

A participant in retirement plans sponsored by Intel Corporation has filed a lawsuit claiming custom-built investment portfolios within the plan are too heavily invested in imprudent investments.Read more >

Commonfund Appoints CIO

Commonfund, an investment manager for endowments, foundations and the public sector, has appointed Mark Anson its new chief investment officer (CIO). He will start in January.Read more >

How Long Will Limits Remain Unchanged?

“I was disappointed that almost all the Internal Revenue Service (IRS) benefits and contribution limits did not increase for 2016. Is it possible that the limits will remain flat in 2017 as well?”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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