(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 27th, 2015

Millennials Could Face Late Retirement

The class of 2015 faces a retirement age as late as 75—two years later than what the Class of 2013 could expect—because of increasing student loan debt, rising rents and Millennials’ approach to money management, according to analysis by NerdWallet.Read more >

Short-Term Financial Goals Derail Retirement

Long-term financial goals are losing out to short-term financial pressures, Natixis Global Asset Management found in its 2015 Retirement Plan Participant Study.Read more >
An AXA study of K–12 403(b) plan participants found advisers bring both emotional and financial value.Read more >

‘Financial Independence’ Better Buzzword than ‘Retirement’

Generation Y expects to work until they die, “so why bother saving in a retirement plan?”Read more >

Early-20s Is Go Time for Retirement Saving

“It’s no mystery that as employees age, they take retirement planning more seriously,” says Joe DeSilva, senior vice president and general manager for ADP Retirement Services. However, the research shows people tend to overestimate their ability to “play catch-up” and stick around in the workforce after age 60.Read more >

A Few Years Makes a Big Difference in Retirement Savings

A Wells Fargo study finds those ages 55 to 59 have three times more saved, on average, than those in their 60s.Read more >

Barry’s Pickings: The Problem with ESG Investing

A favorite PLANSPONSOR magazine columnist is sharing his views online. In this article, he discusses the recent guidance from the Department of Labor about social investing, and what he sees as a problem.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

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