(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 30th, 2016

When a Participant Loan Falls Through the Cracks

How to correct when a defined contribution (DC) retirement plan sponsor neglects to start making loan repayments after a participant borrows against his account.Read more >

More People Seek Financial Advice Through Employers

Although nearly half (48%) of those surveyed who have worked with a financial adviser chose one outside of their workplace, that trend is shifting, TIAA finds.Read more >

Fidelity Finds Individuals Have Unique Financial Wellness Needs

Emergency savings, budgeting and prioritizing goals are concerns all plan sponsors should address in their financial wellness programs.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

Recommended Retirement Savings Rate for Millennials Is 22%

NerdWallet suggests a higher savings rate than the currently recommended 15% of income in order to make up for lower annual average market returns.Read more >

CFP, FPA and Others Team to Deliver Free Advice

A group of financial adviser certification and advocacy groups are teaming up with local governments across the U.S. to provide no-cost financial planning throughout October.Read more >

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

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