(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 18th, 2018

Looking Closer

Good data analysis, says Jerry Cicalese, senior vice president, retirement services at Sentinel Benefits & Financial Group, helps a plan sponsor understand how well its retirement plan works currently and then to make changes to improve employees’ retirement readiness. Read more >

Yale Changes 403(b) Plan Investment Options

Yale University has made changes to its retirement plan, including simplifying investment options. A university spokesperson told Yale News that the changes to the retirement plan were not in response to the ongoing litigation, explaining that the policy revisions were underway before the lawsuit was filed. Read more >
ASK THE EXPERTS
What Is a Retirement Income Account?
“What is a retirement income account?” Read more >

Study Shows Why Targeted Financial Education Is Needed

Among Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women, Prudential Financial found some groups are better prepared for retirement, and some groups focus more on helping others than themselves. Read more >

Another Fund Manager Forecast Urges Tempered Optimism

Charles Schwab’s 2019 forecast does not suggest long-term investors should rotate their portfolios away from risky assets, but investors should be more thoughtful about the growth assets they hold. Read more >

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

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