(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 16th, 2015

Not-for-Profit Plans Delivering Retirement Readiness

Not-for-profit sector retirement plan participants are estimated to replace an average of more than 90% of their pre-retirement income in retirement, according to research from TIAA-CREF’s new Retirement Income Index. Ed Moslander, senior managing director and head of institutional client services at TIAA-CREF, explains the best-practice plan designs that make this number so high.Read more >
While monitoring expenses is a necessary fiduciary duty, once an appropriate recordkeeping fee has been agreed upon, how should it be paid?Read more >

Boomers in Poor Shape for Retirement

Baby Boomers are ill prepared for retirement, the Insured Retirement Institute (IRI) says in its new report, but fortunately, there are steps they can take to improve their situation.Read more >

Plan Sponsors Should Stay the Course Amid Volatility

Asked if there is something retirement plan sponsors and participants should do to alter their portfolios in light of the recent market volatility, sources who spoke with PLANSPONSOR agreed on what actions they should take.Read more >

Low Rates Trouble Retirement Income Purchasers

A quarterly update from BlackRock shows estimated cost of future retirement income rose slowly but steadily in the third quarter.Read more >

No Social Security COLA for 2016

Monthly Social Security and Supplemental Security Income (SSI) benefits for nearly 65 million Americans will not automatically increase in 2016, the Social Security Administration announced.Read more >

GASB Makes Proposal to Include Multiple-Employer Plans

Stakeholders raised concerns regarding the inability of governments whose employees are provided pension benefits through multiple-employer pension plans to obtain information required under GASB Statement No. 68.Read more >

AXA Schools Teachers About 403(b)s

For educators who like to learn the way they teach, AXA U.S. has launched the 403(b) Learning Lab, a retirement savings tool designed and developed specifically for K–12 employees.Read more >

“Productivity” Trumps Flu Prevention

A recent study from Staples finds that most workers know how to stop germs from spreading, but not how to take their own advice.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 will 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

Advertising: advertise@strategic-i.com

Subscribe to (blines), click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund