(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 16th, 2019

Plan Sponsor Investment Considerations for Second Half of 2019

Defined benefit (DB) and defined contribution (DC) plan sponsors are expected to have to navigate a more volatile market environment in the second half of the year.Read more >

Sponsors Want More Financial Wellness Offerings from Advisers

Being less optimistic than advisers about participants’ retirement readiness, plan sponsors also want guidance about alternative plan designs and cite increasing defined contribution (DC) plan participation as their biggest challenge, a Voya survey found.Read more >

Volatility and TDFs: The Good, the Bad and the Unintended

John Greves, Natallia Yazhova and Jake Gilliam, with Charles Schwab, discuss volatility as it relates to target-date funds (TDFs) and how plan sponsors may want to re-examine risk exposures in these vehicles.Read more >

Legislative Proposals Could Help Retirement Income Adequacy: EBRI

Younger employees would benefit most from a requirement for employers to offer retirement plans, while older employees would benefit most from providing the option of guaranteed income for life from defined contribution (DC) plans.Read more >
Proper Delivery Method for SPDs
“I realize we have to distribute Summary Plan Descriptions every five years if amendments to our ERISA 403(b) plan have been made. However, mailing these SPDs, which are fairly large documents, to all our plan participants is incredibly expensive! Could we possibly mail a letter/postcard with a link to where the document could be accessed via our recordkeeper’s website instead?”Read more >

DOL Secretary Announces Resignation

The editor-in-chief of the Washington Free Beacon says Democrats may end up regretting their calls for Acosta’s resignation since his replacement could be more proactive in pushing the Trump labor agenda.Read more >

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

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