(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 7th, 2018

Do You Document Investment Changes?

We analyzed sponsor data from the 2017 Defined Contribution (DC) Survey, looking at plans of various sizes, both with and without an investment policy statement (IPS) and investment committee, to see whether that criteria translates to better documentation of investment changes.Read more >

Inadequate Income, Health Expenses Top Reasons for Retiree Bankruptcies

Researchers’ analysis of data from the current Consumer Bankruptcy Project suggests that financial struggles, namely a decline in income, was a leading reason for older Americans’ bankruptcies.Read more >
Any Tax Reform Retirement Changes Coming?
“I hear that there is discussion of additional tax reform. Should I be concerned that there will be major retirement plan changes?”Read more >

Barry’s Pickings: Borrowing to Save

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, provides the math for why it makes sense to pay off debt before saving for retirement.Read more >

What Do You Know About Revenue Sharing?

Almost all retirement plans participate in some form of revenue sharing. Without a good understanding of the revenue sharing taking place in your plan, you cannot possibly be fulfilling all of your fiduciary obligations.Read more >

Educational Resources Can Increase Employees’ Retirement Confidence

A study finds employees with access to employer-sponsored plans are most likely to indicate retirement readiness, and the Indexed Annuity Leadership Council suggests plan sponsors increase education.Read more >

Industry Veterans Join OneAmerica

OneAmerica has brought aboard two veteran retirement plan professionals to serve as regional sales directors, primarily working with clients with $25 million-and-under assets, its core markets.Read more >

PanAgora Suggests New Investing Strategy for Public DB Plans

“A cap-weighted strategy skews its way toward the largest stocks, but if plan sponsors own equities in a much more balanced way, it will help with stability,” says Bryan Belton, director, multi asset, at PanAgora Asset Management.Read more >

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

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