(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 5th, 2019

Building Your Strategic Plan for Financial Well-Being

Gathering the right data and setting specific goals helps employers build a relevant financial wellness program for employees, according to Carrie Alexander and Tom Swain, with Findley. Read more >

Guardian Makes a Case for the Importance of Student Loan Benefits

Not only are three-fourths of Millennial college graduates carrying student loan debt, but a Guardian report notes that, “Baby Boomer parents, in trying to fulfill their children’s dreams of a college education, have too often tapped their retirement savings.” Read more >

401(k) and 403(b) Plan Provider Offers AI Chatbox for Participants

Dream Forward’s AI chatbox uses conversational interaction to address participants’ retirement plan and financial wellness questions. Read more >
ASK THE EXPERTS
Who Is Responsible for Maintaining Beneficiary Designations?
“We have gotten into a bit of a misunderstanding with our 403(b) plan recordkeeper as to who is responsible for maintaining updated beneficiary designations. Who is ultimately responsible for maintaining such designations?” Read more >

ICMA-RC’s Retirement Roadmap Ensures Relevant Advice Is Given to Participants

“The Retirement Roadmap provides a framework for tailored meetings and one-on-one discussions to help participants succeed throughout each stage of their careers,” says Joseph Teague, managing vice president, field sales and relationship management at ICMA-RC. Read more >

Voya Names Government Practice Leader

Voya Retirement hired Amy Heyel as senior vice president, National Practice Leader, Government for the company’s Tax-Exempt Markets business. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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