(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 24th, 2016

Retirees Have Advice for Younger Workers

Roughly three in five recommend those younger than them start saving earlier in their career (63%) or save more throughout their career (57%).Read more >

ERISA 403(b) Plan Costs Down Since 2009

The decrease could be, in part, due to a different composition of plan investments.Read more >

2016 PLANSPONSOR Service Stars

PLANSPONSOR Service Stars recognize retirement plan account representatives and relationship managers who have demonstrated exemplary service. See how Service Stars Adam Sheridan, Tom Lovett and a team at VALIC helped 403(b) plan sponsors.Read more >
Even those who have met their 80% income replacement goal will need more to cover all health care expenses in retirement, a study finds.Read more >

Understanding 403(b) Universal Availability Rules

An IRS webcast revealed common universal availability rule errors found by the IRS, and discussed rule provisions, as well as how to avoid and fix errors.Read more >

Can Tips for Reviewing SPDs Be Used for Other Plans?

“I recently read your Ask the Experts Column ‘Tips for Reviewing SPDs.’ I realize that the Q&A is referencing the review of retirement plan SPDs, but would these be the same tips you would give for reviewing an SPD for medical/dental/eye plan(s)?”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

Subscribe to (blines), click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund