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May 23, 2017

PLANSPONSOR National Conference

Ten years after Internal Revenue Service (IRS) 403(b) regulations were passed, 403(b) plans experience many of the same administration and investing issues as 401(k) plans. So far, 29 of your peers have registered to attend the PLANSPONSOR National Conference. Don’t let them be the only ones to get ahead.Read more >


Investors Working on Overall Financial Wellness

However, contributing to an emergency fund and saving at least 10% for retirement are two of the most challenging practices.Read more >


Millennials Saving for Financial Freedom, Not Retirement

Even though only 8% of Americans believe Millennials are doing a good job at saving, a study by Merrill Edge finds they are saving more than their generational counterparts—but not for the same reasons.Read more >

Ask the Experts
Using Distributions for Ministers’ Housing Allowance in Church Plans

“I know participants can apply part of their distributions as ministers’ housing allowance (granted they meet the requirements) in a 403(b)(9) church retirement income account.  But can they also do so from a 403(b)(7) mutual fund custodial account?”Read more >

David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.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.


Mutual Fund Expenses Continue Downward Trend

In 2016, investors paid, on average, 39% less for equity mutual fund expense ratios than in 1996—reflecting investor interest in lower-cost funds, industry competition, and economies of scale driven by asset growth, the Investment Company Institute (ICI) says.Read more >


Regulations, Legislation Impede Retirement Savings of Americans

The Department of Labor (DOL) fiduciary rule, the rollback of an ERISA safe harbor for state-run plans and the new health care law were mentioned by witnesses in a House Subcommittee hearing.Read more >


MassMutual Rebrands

After operating in the industry for more than a century, Massachusetts Mutual Life Insurance Company has unveiled a new brand in an attempt to better reflect its core values and the idea of interdependence.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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