(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 4th, 2016

Regulators Release Informational Copies of 2016 Form 5500

The U.S. Department of Labor’s (DOL)’s Employee Benefits Security Administration (EBSA), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) released advance informational copies of the 2016 Form 5500 annual return/report and related instructions.Read more >

Women Face Retirement Struggles While Saving and in Retirement

In order for two recent college graduates to have the same amount of money saved for retirement, the average man would need to save 10% of his salary, while the woman would need to save 18%, a study suggests.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

TDFs Have Helped Many Ride Out Tough Markets

A new 401(k)-focused survey report from Fidelity Investments shows solid gains for investors who have stayed in the markets consistently over the last 15 years, as well as a marked improvement in the way retirement investors use target-date funds (TDFs).Read more >

Plan Sponsors Can Help With Retirement Income Strategies

An analysis of defined contribution (DC) participant distribution behavior supports the use of “through” target-date funds and the allowance of partial distributions from DC plans.Read more >

New Adviser Firm Serves University Employees

The company will help individuals with their 403(b), 401(a) and/or 457(b) plans.Read more >

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

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