(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 18th, 2015

Sandwich Generation Needs New Messages About Saving

Don’t just tell those stuck between obligations to aging parents and children they need to save more, tell them how.Read more >

A Mismatch Between Financial Benefits and Help

The mismatch between the sources of employees’ financial benefits and the sources of financial guidance means that many employees do not know how to use these programs effectively, according to HelloWallet, a subsidiary of Morningstar.Read more >
Are certain industries more focused on winning the benefits game, and if so, why?Read more >

Distribution Decisions Have Implications for Plan Design

A Vanguard update to its analysis of older retirement plan participants’ distribution behavior has implications for the design of target-date funds and retirement income programs.Read more >

Employees Want Custom Benefits Communication

Workers on either end of the employment spectrum want custom communications that speak to their benefit concerns, a survey found.Read more >

Is Your Plan Adviser Helping You with Compliance?

Retirement plan sponsors are usually not experts in compliance, while advisers and consultants are, so sponsors may want to rethink how they engage advisers.Read more >

Job Offer May Depend on Age of Hiring Manager

A survey finds hiring managers of different ages view job candidates differently.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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