December 8th, 2017

Majority of Americans Under-Funding Health Care Savings

The majority of health care consumers surveyed by Alegeus are under-funding their health care savings. Though up 18% from last year, the degree of health care savings discipline scored just 25.9 on a 100-point scale, according to Alegeus’ 2017 Consumer Healthcare Savings Index. Only 36% have budgeted to make monthly contributions to their health care savings, and 32% have savings goals to cover long-term health care costs. Read more >

Government and Nonprofit Plans Spared in Senate Tax Bill

At this interim juncture it seems that essentially all of the changes to 457(b) and 403(b) plans that were being contemplated by the Senate have been dropped. 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

Government Employers Want More Provider Education to Boost Participation

A recent study by Lincoln Financial Group revealed key changes plan sponsors working in the government sector are hoping to see from their service providers. The study, which surveyed 4,100 plan sponsors, reports employers are pressing for better technology, advanced plan designs and personalized service from providers, in order to raise participation among workers. Read more >

Nearly Half of Sponsors Fail to Realize They Are Fiduciaries

Even though all plan sponsors are fiduciaries, 49% do not think they bear this responsibility, AllianceBernstein (AB) found in a survey. The survey also found that only 39% of the members of investment committees think they are fiduciaries, and the same can be said of 22% of administrative committee members. Read more >

The Evolution of Financial Services Firms’ Home Page Design

In celebration of its 25th anniversary, Corporate Insight has released a series of slide decks that look back at different ways financial services firms have evolved in the digital space since the 1990s including tracing the digital evolution of financial firms’ home page design. Read more >

Break From the Grind: Fa La La La La or Bah Humbug

Employees responding to two different surveys cited what they like most and like least about the holiday season in the workplace. Read more >

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

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