(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 30th, 2015

Days Left to Make 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 >

Millennials Saving but Not Planning for Retirement

Some Millennials say retirement planning is harder than dieting, retirement may hinge on winning the lottery, or they wish Oprah could be their adviser?Read more >
Grads of 2015 need to brace for more working years than previous generations.Read more >

Projected savings targets needed to cover health care in retirement are going up again after several years of decline, according to research by the Employee Benefit Research Institute (EBRI).Read more >

Retirement Preparedness Needle Not Moving

Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now.Read more >

Fidelity Busts Common Retirement Myths

Conventional wisdom has it that workers plan their retirement around the amount of money they have saved. But nearly half of American workers plan to stop working on a specific date, regardless of how much they have for retirement. This is one of five myths debunked in new research from Fidelity Investments.Read more >

Octogenarians Give Retirement Advice

Fifty-four percent say they have lived longer than they expected. Thus, it is not a surprise that 88% would advise younger generations to re-create pension-like income for their retirement.Read more >

Senator Elizabeth Warren issued a report about collusion between the annuity and advisory industries that is nothing short of scathing.Read more >

Investment Product Launches for the Week

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.Read more >

A new financial wellness product from GuideSpark delivers personalized, interactive content to employees.Read more >

Improved indoor environmental quality doubled study participants’ scores on cognitive function tests, researchers found.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

Advertising: advertise@strategic-i.com

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