(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 27th, 2017

Announcing Plan Sponsor of the Year Finalists

PLANSPONSOR is pleased to announce the 2017 Plan Sponsor of the Year finalists in the Public Defined Contribution (DC) category and the 403(b) category. Read more >

Report Offers Framework for Plan Sponsors to Address Cybersecurity

A 2016 ERISA Advisory Council report includes an appendix titled “Employee Benefit Plans:  Considerations for Navigating Cybersecurity Risks.” Read more >

ERISA Advisory Council Backs Auto-Portability Initiatives

The Council recommended that the DOL issue an RFI to explore how it can encourage and support the adoption of a system to facilitate acceptance and expedite processing of eligible rollovers into retirement plans covered by ERISA. 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

Generations at Different Stages of Retirement Planning

Although older Millennials feel most confident in their retirement preparedness, they are also planning big ticket spending, a survey finds. Read more >

TIAA adds Guaranteed Income Components to TDFs

Custom Default Solutions will complement TIAA-CREF’s active and index lifecycle funds by adding a guaranteed income component through a custom target-date model structure, or by a model portfolio constructed to deliver a target level of income. Read more >

State Retirement Plan Initiatives Have Added Bonus

A study found increased retirement savings among state citizens is correlated with reduced Medicaid expenditures. Read more >

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

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

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