(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 3rd, 2017

Sponsors Remain Cautious About Impact Investing and ESG

2016 was an effective year for providers and recordkeepers searching to incorporate socially and environmentally conscious investment themes; yet fear of fiduciary risk and industry jargon are slowing progress among defined contribution (DC) plans. Read more >

DOL Says Lifetime Income Elements Can Be Included in Prudent Default

In response to a question about TIAA’s Income for Life Custom Portfolios, the Department of Labor (DOL) noted that in the preamble to its QDIA regulations it said other investments could be prudent defaults for DC plans. 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

Why Use Certain DC Investment Options?

An analysis of potential investment options in a plan sponsor’s line-up and when and why to use them, or not. Read more >

DOL Updates Guidance on Proxy Voting by Benefits Plans

The DOL’s Employee Benefits Security Administration (EBSA) has updated guidance for plan fiduciaries in regards to proxy voting by employee benefits plans. Read more >

Robo-Advisers to Expand Deeper into DC Space in 2017

Though robo-advisers were once limited to individual investors, automated technology is projected to push further into the DC industry in the coming years. Read more >

QBI Launches New Client Dashboard

QBI, a third-party administrator (TPA), has released the Secure Client Dashboard, a new platform aimed at facilitating communication between consultants and their clients. Read more >

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

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