(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 2nd, 2016

Not the Same … Not Even Close

Recently there was an article in The New York Times titled “Think Your Retirement Plan Is Bad? Talk to a Teacher.” The article was a reminder that the 403(b) plan marketplace has many mini-segments, and some of those were changed significantly by the Internal Revenue Service (IRS) regulations released in 2009. However, in the rush to label 403(b) plans as the “cousins” of the 401(k) or link them into broader defined contribution plan coverage, this group of plans received a label it does not merit.Read more >

403(b) Plan Participant Files Suit Over Voya Stable Value Funds

The suit claims Voya collects hundreds of millions of dollars annually in undisclosed compensation.Read more >

Advisers’ Responsibilities to Plan Sponsors Extend Beyond Investments

With increased litigation, a new fiduciary rule and a new presidential administration, retirement plan sponsors should evaluate the services provided by their advisers.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

The Missing Link to the Best Performance of Investment Managers

The culture of an investment manager organization can have a strong impact on putting plan sponsor and adviser interests first, research suggests.Read more >

Institutional Investors Being Forced into 'Risk' Assets

According to new research from Cerulli Associates, institutions that were once able to meet their target returns by investing in mostly long-only equity or fixed income are being forced more into “risk assets.” In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.Read more >

Break from the Grind: Most Popular Pet Names

For the second consecutive year, “Bella” and “Max” were the most popular pet names in America for dogs and cats, according to Nationwide. This marks the fifth consecutive year that Bella has led the way as the most popular pet name in America for both canines and felines. See the Top 10.Read more >

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

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