(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 12th, 2015

Behavioral Finance Q&A – Part I

PLANSPONSOR talks with U.C. Berkeley’s economics department chair about the role of behavioral finance in improving participant decisionmaking and closing the retirement income gap.Read more >

Behavioral Finance Q&A – Part II

In the second half of a conversation with PLANSPONSOR, U.C. Berkeley Economics Department Chair Shachar Kariv discusses the importance of defining and driving “financial rationality” among workplace savers.Read more >

What Plan Committees Should Know and Discuss

Retirement plan committees need knowledge and continuing education about a number of key subjects.Read more >

Millennials Have Priorities Ahead of Retirement Saving

The latest Allstate/National Journal Heartland Monitor Poll finds 32% of “younger” Americans believe paying off credit card and student loan debt is the best use of the money they have right now.Read more >

Public Policy, Individual Action

TIAA-CREF’s president and CEO discusses how to stop the retirement crisis before it starts.Read more >

Workers Value Overall Financial Education

While 95% of workers said financial literacy is important, only one-third (35%) feel they are moderately or extremely knowledgeable about financial products and services, a LIMRA study found.Read more >

MassMutual Launches Benefits Guidance Tool

MassMutual launched an employee benefits guidance tool that helps retirement savers make important financial decisions.Read more >

A Little Office Party? That’ll Cost You.

Roughly half (54%) of senior managers reported that workers are asked to contribute to birthdays, anniversaries and baby showers at least annually, according to an OfficeTeam survey.Read more >
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

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

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