(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 11th, 2019

Study Supports DB Plans Over DC Plans for Teachers

The study, which evaluated pensions against hypothetical 401(k) plans, finds 77% of teachers in six states will work long enough in the same retirement system to earn benefits of greater value and security from the lowest-tier pension, compared to an idealized 401(k) with low fees and no investment mistakes.Read more >

Judge Rules to Dismiss Georgetown University 403(b) ERISA Lawsuit

The colorfully worded opinion chides plaintiffs for failing to acknowledge the unique character of 403(b) retirement plans—including their common use of annuities and multiple recordkeepers.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

403(b) Plans Improving Governance Practices

Even among 403(b) plans not governed by the Employee Retirement Income Security Act (ERISA), PLANSPONSOR DC Survey results show improvement in certain governance practices.Read more >

Winning by Default

George White, from Custodia Financial, discusses how the IRS’ new distribution code for retirement plan loan defaults could help inform the retirement industry.Read more >

Study Quantifies How Much DB Plans Benefit the Economy

According to a report from the National Institute of Retirement Security, “Retirees with DB pensions know they are receiving a steady check despite economic conditions. In contrast, retirees may be reluctant to spend out of their 401(k)-type accounts if their savings are negatively impacted by market downturns.”Read more >

Many Foundations and Endowments Underestimate Investment Risk

Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they are unwilling or unable to withstand significant volatility.Read more >

As Volatility Returned, Endowment Index Lost Ground in 2018

The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy” or who “otherwise incorporate alternative investments within a comprehensive asset allocation.”Read more >

Investment Product and Service Launches

Natixis releases international sustainable equity fund, and Fitch Ratings launches ESG Scoring System.Read more >

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

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