(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 25th, 2019

What to Look for When Monitoring Retirement Plan Advisers

Plan sponsors have a duty to monitor retirement plan advisers, but may be forgetting to request or research certain information. Read more >

Financial Wellness Programs Need to Become Personalized

Financial stress is on the rise in all generations, indicating that financial wellness programs are missing the mark, according to PwC. A new survey report from the firm suggests many employers have simply relabeled existing resources as “financial wellness programs.” Read more >
ASK THE EXPERTS
Is a 1099-R Issued for 403(b) Plan-to-Plan Transfers?
“In transferring from one 403(b) plan to another 403(b) plan, is a 1099-R issued to the individual?” Read more >

Employee Perceptions of Financial Wellbeing Haven’t Improved

Despite that, employees value financial wellness programs and Alight Solutions makes suggestions for improving them. Read more >

Study Suggests Irrational Investing Behavior Across Demographics

In a study by the TIAA Institute asking subjects to make decisions resembling portfolio allocations, researchers found those with more financial education made more rational decisions. Read more >

Many Terminated Participants Keeping Retirement Plan Balances Invested

Alight Solutions also found improved savings behaviors in its 2019 Universe Benchmarks report. Read more >

GASB Issues Implementation Guide on Fiduciary Activities

The central objective of the Statement 84, Fiduciary Activities, is to enhance the consistency and comparability of fiduciary activity reporting by state and local governments. Read more >

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

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

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