(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 13th, 2015

Women Have Confidence Gap in Financial Matters

The most surprising result of the Investments Money FIT Women Study from Fidelity was the overwhelming majority of women (92%) who said they want to learn more about financial planning, says ‎Alexandra Taussig, senior vice president for marketing and business strategy at Fidelity Investments.Read more >

Report Shows State Shifts from DB to DC Are Costly

The National Institute on Retirement Security says three states’ switch from a defined benefit pension to a defined contribution plan exacerbated pension underfunding.Read more >

Most DC Plan Participants Leave Balances Untouched

Fewer participants changed their defined contribution plan asset allocations in 2014 than in 2013.Read more >

Should You Talk Finances with Your Valentine?

The latest COUNTRY Financial Security Index survey shows nearly half of Americans think it’s better to address finances sooner in a relationship, with 7% saying it is best to talk money immediately, and 41% saying should talk money no later than within the first six months of dating.Read more >

Industry Voice: Mind the Gap

Health care expenses can pose a stumbling block for a retirement-ready workforce.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

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

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