(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 4th, 2015

Do Sponsors Need a Policy for Education?

Retirement plan sponsors need a strategy for education, but an actual policy statement may not be needed.Read more >

Half of Workers Lack a Plan for Retirement

Sixty-seven percent of those not saving for retirement say they do not have the resources to do so after taking care of their everyday expenses.Read more >
How to avoid errors with participant loans or hardship withdrawals.Read more >

Market Volatility Drives Participant Call Volumes Higher

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week.Read more >

Considering Millennials Investing and Advice Needs

Research from Spectrem Group suggests Millennials want to be hands-on investors and, while they are willing to use technology to get advice, one-third want in-person meetings.Read more >

Retirement Investors Should Plan for Rising Rates

If the Federal Reserve were to raise interest rates, it would benefit equities in the short term, while fixed income investments would decrease in value.Read more >

SPARK Issues Guidelines for Recordkeeping Lifetime Income

SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.Read more >

Entering College Freshman Never Licked a Postage Stamp

Beloit College has released the Beloit College Mindset List, providing a look at the cultural touchstones that shape the lives of students entering college this fall.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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