(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 30th, 2018

PLANSPONSOR Announces 2017 DC Survey Standouts

Fourteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 29. Read more >

Study Offers Suggestions for Improving Americans’ Retirement Confidence

It appears that employers can play an integral role in helping people plan better for retirement, Mercer says, since its survey found 79% of people say they trust their employers to give sound, independent advice on planning, saving and investing. “Eighty-six percent of employees say that if their employer improved benefits or added access to an investment plan, it would have a positive impact on them at work, resulting in higher job satisfaction and greater commitment to the organization,” Mercer says. Read more >

Health Care Costs Affecting Retirement for Some Workers

Twenty-six percent of workers surveyed by the Employee Benefit Research Institute (EBRI) have decreased contributions to their retirement plan, and 27% have delayed retirement due to increased health care costs. Read more >
ASK THE EXPERTS
Record Retention for Non-ERISA 403(b)s
“I read in an Ask the Experts column that the Employee Retirement Income Security Act (ERISA) requires plan sponsors to retain plan documentation for at least six years, and, in many cases, much longer than that. But our plan is not subject to ERISA, so should we follow the ERISA standards for record retention?” Read more >

Transamerica Creates Team Just for Benefits Sponsored by Health Care Employers

The team will focus on retirement and voluntary benefits for larger health care employers. Read more >

Mercer Suggests Areas of Focus for Not-for-Profit Health Care Systems

Mercer’s Not-For-Profit Healthcare consultant team has prepared a list of key areas of focus for 2018. Improved governance with 403(b) plans has an added advantage, Mercer points out, as it also benefits plan participants in the form of improved performance and lower fees, thus leading to better financial outcomes. Read more >

TD Ameritrade and FeeX Partner on DC Plan Fee Analyzer

Participants in 401(k), 403(b) or other defined contribution (DC) plans can compare administration and individual mutual fund fees to fees in an individual retirement account (IRA). Read more >

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

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

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