(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 24th, 2019

DC Plan Investors Challenged by Financial Illiteracy

Researchers argue that financial illiteracy impedes plan participants’ ability to determine how to invest their savings, and propose mandated employer-provided financial education to address limited employee financial literacy. Read more >

Retirement Plan Participants’ Trust in Providers Could Improve

A report from NARPP shows participant engagement with retirement plan providers is declining and reveals what participants say could improve their trust in providers. Read more >
ASK THE EXPERTS
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

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Fiduciary Overview for Church Retirement Plans Webcast

Behind every successful retirement plan is a strong fiduciary. How do you know if you’re being effective? GuideStone’s Legal team shares what every church plan fiduciary should know. Read more >

SECURE Act Passes House, Bringing Calls for Senate Collaboration

Reflecting on the much-anticipated House vote, Kevin Walsh, principal with Groom Law Group, said today is an important day for the retirement industry, but it’s not the end of the story. Read more >

Fi360 Offers Adviser Education About 403(b)/457(b) Plans

Fi360, a provider of fiduciary education, training and technology solutions, unveiled a new adviser-education program called “The Essentials of Public Education, Nonprofit and Government Retirement Plans Course for 403(b) and 457(b) Plans.” As discussed by Michael Muirhead, Jr., senior vice president, learning and development, it is designed to help advisers and other key constituents in the 403(b)/457(b) space “create better outcomes for participants using fiduciary principles.” Read more >

Break From the Grind: Summer: A Time for Office Perks and More Vacations

Fifty-two percent of employees polled said the best summer perk and employer can offer is flexible schedules, and 58% reported they save their vacation time for June, July and August. Read more >

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

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

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