(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 2nd, 2019

Shorter Employee Tenure Demands Progressive Plan Design

A worker’s tenure plays into his eligibility to join and his level of engagement with retirement plans, and for this reason, shorter average employee tenure is a plan sponsor issue. Read more >

General Health System

An expanded profile is now available for PLANSPONSOR’s Plan Sponsor of the Year award winner in the Nonprofit <$250MM category. Read more >

Intermountain Power Service Corp

An expanded profile is now available for PLANSPONSOR’s Plan Sponsor of the Year award winner in the Nonprofit >$250MM category. Read more >

ESG Investments a Good Option for Retirement Plans

Performance is not sacrificed by investing in environmental, social and governance (ESG) investments, and plan sponsors and participants can align their financial goals with their values, a white paper argues. Read more >
ASK THE EXPERTS
Are Paper Beneficiary Designation Forms Required?
“I read with great interest your recent Ask the Experts column regarding who is responsible for beneficiary designations. Though the column makes reference to electronic beneficiary designations I was wondering if the law requires forms with original “wet” signatures which would, of course, preclude the use of electronic beneficiary designations. Can the Experts clarify if electronic designations are indeed permitted?” Read more >

Plan Sponsors Actively Evaluating, Changing TDFs

Concerns about turning current savings into retirement income jumped significantly year-over-year, according to BlackRock’s 2019 DC Pulse Survey of more than 1,000 defined contribution (DC) plan participants and some 200-plus plan sponsors. When it comes to the critical task of turning savings into retirement income, six in 10 workers (62%) are worried, up 14 percentage points from last year, according to a report summarizing the survey. BlackRock also found four in 10 DC plan sponsors say they have changed or added target-date funds (TDFs) in the past 12 months. Read more >

Survey Reveals Key Actions of ‘Super Savers’

Starting early and managing spending and debt are key to be able to save more. Read more >

Principal Financial Group Launches the Principal Guaranteed Option

Principal Financial Group has launched the Principal Guaranteed Option (PGO), a new addition to its suite of fixed income investment options focused on capital preservation and return. The Principal Guaranteed Option is said to host a crediting rate at 3.05% while providing more choice and flexibility to advisers and plan sponsors as they determine a fixed income strategy for their retirement plan. Read more >

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

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

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