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December 16th, 2016

The Case for the Traditional K-12 403(b) Model

Recently, articles in the New York Times focused on what it called problems with 403(b) plans for K-12 public school districts. Ellie Lowder, tax-exempt and governmental plan consultant at TSA Consulting and Training Services, notes that elements of the traditional model for K-12 403(b) plans provide motivation to participate and needed financial help, but there is also room for moving to some lower-cost investment options in these plans.Read more >

Both the DOL and IRS Are Stepping Up Their Audits

Industry experts share red flags and focuses of DOL and IRS scrutiny of retirement plans.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

403(b) Plan Sponsors Taking Action to Prepare for Fiduciary Rule

While 59% are making no changes, others are re-evaluating adviser choices, reviewing investment lineups and reviewing plan governance structure.Read more >

Improved Retirement Plan Communication Can Boost Confidence

DC plan participants are not very confident about saving enough for retirement, and providers are recognizing ways to boost website and digital communications to address this, a study finds.Read more >

Retirement Plan Participants Not Paying Enough Attention to Accounts

A significant majority of respondents to a Voya survey (80%) said they had not taken the time to review or revise their retirement plan within the past year.Read more >

Break from the Grind: Price of Christmas Increases 0.7%

PNC Financial Services Group has released its annual Christmas Price Index, which assigns a cost to the gifts in the song “The 12 Days of Christmas.”Read more >

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

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