(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 4th, 2017

Middle-Income Boomers Struggle After Financial Crisis

While 41% of middle-income Boomers felt well- or very well-prepared for retirement before the 2007 financial crisis, that has dropped to 31%, the Bankers Life Center for a Secure Retirement found in a survey. Read more >

Ways to Limit Participant Retirement Plan Loans

Educating retirement plan participants about the consequences of taking loans from their account balance, as well as a few plan design changes, can limit the amount of loans taken, IFEBP says. 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

Financial Shocks Hurt Americans' Retirement Savings

A research report says health crises, job losses or other life transitions lead retirement plan participants to pull money from their accounts or discontinue contributing. Read more >

States Taking Fiduciary Reforms Into Their Own Hands

Several states are in the process of debating and potentially adopting their own legislation relating to the fiduciary responsibilities of broker/dealers and investment advisers. Read more >

Sound Education Needed to Increase Retirement Savings Contributions

A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound education, as well as plan design, can drive this behavior. Read more >

Non-U.S. Equity Returns Boosted TDF Performance for Q2

Target-date funds (TDFs) pushed forward from their first-quarter gains to generate an average return of 2.83%, according to the latest Callan Target Date Index results. Callan Associates attributes most of this success to diversification and the performance of non-U.S. equities. Read more >

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

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

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