(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 2nd, 2017

Technology Reshaping Participant Communications

A new study finds plan providers are turning to cloud-based technology and other solutions to enhance targeted communications toward different age groups. Read more >

Helping Gen X With Financial Wellness

While Millennials and Baby Boomers get much attention, it could be argued that Generation X is the most in need of financial wellness help. For Gen Xers, according to Larisa Terkeltaub, senior director of LearnVest at Work, aside from credit card and student loan debt and saving for emergencies and retirement, there’s an additional layer when it comes to prioritizing competing goals. 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

PLANSPONSOR National Conference

It’s not too late to register for the PLANSPONSOR National Conference in Washington, D.C. The retirement plan industry is under a microscope, and plan sponsors need help crafting plans that meet the needs of their unique work force while having proper corporate governance that meets all fiduciary requirements. The PLANSPONSOR National Conference continues to deliver the most productive event in getting plan sponsors, retirement plan advisers and retirement plan industry providers together to discuss practical, collaborative solutions. This year’s conference will help you identify key priorities for retirement plan success and will cover topics relevant to plans of all sizes and across all areas of administration. Read more >

Financial Stress Often Tied to Family Structure

According to an MFS survey, just four in 10 women are confident in their ability to address financial concerns and just one-third of women surveyed are confident they’ll be able to save enough for retirement. Read more >

Finances Stressing Workers Out

A survey definitively found that employees want and expect their employers to help them manage their finances. Read more >

DOL Fiduciary Responsibilities Seminar to Be Held in Cleveland

The Department of Labor (DOL) Employee Benefits Security Administration (EBSA) has announced its “Getting It Right – Know Your Fiduciary Responsibilities” seminar, to be held in Cleveland on July 11. Read more >

Millennials Striving for Early Retirement

U.S. Millennials (born between 1980 and 1997) expect to retire at age 58—earlier than those in any other western market globally—and are taking a number of steps to make it happen, according to HSBC’s latest Future of Retirement research. However, economic issues and longer life expectancy present significant challenges to Millennials’ retirement plans. Read more >

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

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

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