(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 23rd, 2018

Taking Shape

When PLANSPONSOR was founded in 1993, much like today, there was much debate about whether defined benefit (DB) or defined contribution (DC) plans were better for employees and sponsoring employers. In many ways, some things have remained the same, but, of course, many things have changed considerably since that first quarterly issue. Read more >

Retirement Program Designs of the Future: Beyond Automatic Plan Features

As retirement plan sponsors focus on increasing retirement income replacement ratios for participants and new generations enter the workforce, they need to look at enhancing their retirement programs so participant retirement goals are met. Read more >

Three in Ten Baby Boomers Haven’t Prepared a Retirement Budget

Seventy-three percent of non-retired Americans aged 50 and older expect to delay retirement, The NHP Foundation, a not-for-profit provider of affordable housing, learned in a survey. Thirty-one percent haven’t prepared a retirement budget, and 65% have not budgeted for unforeseen health-related expenses. 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

Voluntary Benefits Can Be Part of Overall Financial Wellness Strategy

Many types of benefits offer financial protection and peace of mind for employees, speakers from Mercer explained in a webcast. Read more >

Study Supports Use of Auto Features in Public-Sector 457 Plans

The state of South Dakota has experienced good results since implementing automatic enrollment and automatic deferral escalation in its 457(b) plan. Read more >

Voya Offers Financial Planning for Special Needs Participants and Caregivers

Plan participants who are part of the special needs community now have access to information that can help address the unique planning circumstances they may face when preparing for the future. Read more >

Break From the Grind: Work Not the Only Detraction From a Vacation Escape

Work isn’t the only vacation distraction—social media is also to blame, according to the fourth annual 2018 Alamo Rent A Car Family Vacation Survey. Thirty-seven percent of social media users admit they use social media while on family vacations the same or more than usual. Nearly one in four people (23%) say that they’ve seen social media ruin a family vacation. This social media distraction takes its biggest toll on Millennials. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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