(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 31st, 2017

Investment Fees Should be a Focus for Not-for-Profit Health Care Organizations

Mercer suggests areas of focus for not-for-profit health care organizations as costs may grow faster than revenues and possible post-election changes to the Affordable Care Act may have significant impact. Read more >

DC Plans Making Fee-Focused Changes

Increase in recordkeeper search activity, movement to institutional fund structures, de-emphasizing revenue sharing and adoption of fee policy statements were found in a survey of defined contribution (DC) plan sponsors. 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

Employer Benefits Can Play Key Role in Decision to Retire

Retirees who based their retirement decision on eligibility for employer benefits or other employer incentives seemed to be enjoying retirement more than retirees with other motivations, and they were less likely to regret their decision to retire, a survey found. However, employers may want to focus on employees who retired because of dissatisfaction with their workplace, as they had more negative experiences. Read more >

DOL Fiduciary Reform Effort Losing Steam

Advisers and service providers to defined contribution plans have spent millions of dollars pushing toward compliance with conflict of interest reforms that are now expected to be halted by the new administration. Read more >

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

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

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