(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 17th, 2017

Market Environment Means a New Take on Diversification

Considering the “combined expectations for low asset returns and the unavoidable reality of downside risk in a highly uncertain global political and economic climate,” investors of all types are looking for new ways to diversify their portfolios, according to a new analysis from Willis Towers Watson, “Breaking the Style Box.”Read more >

Courage, not Literacy, Key to Financial Wellness

Helping employees become more confident about engaging in financial matters—improving their financial courage—is more critical than employers providing benefits that focus solely on financial education, a survey from Mercer suggests.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

Retirement Preparedness Requires Course Corrections

Americans are feeling unprepared for retirement but are willing to take steps to ensure more financial security later in life.Read more >

Trusted DC Providers Can Gain and Maintain Participant Assets

A new Spectrem Group report finds 43% of DC plan participants would consider transferring outside assets to the provider if they were aware of the providers’ full range of asset management capabilities, fees, etc.Read more >

Break from the Grind: Who Loves Their Jobs?

A study finds that for some workers, the ‘honeymoon’ is over after the first year of work; however, that study and another show the longer a person stays on a job, the more pleased they are with it.Read more >

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

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