(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 28th, 2019

Engaging With Plan Auditors Can Improve Plan Operations and Governance

In testimony to the ERISA Advisory Council, James Haubrock, with the American Institute of Certified Public Accountants (AICPA), explained how using findings from retirement plan financial audits can help plan sponsors improve their processes and compliance. Read more >
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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

Study Finds Large Disparity in Women’s Retirement Readiness

Women have lower retirement savings and are saving less, and more women than men report planning to retire later because they’ll need to, T. Rowe Price found. Read more >

Employees’ Plans to Work Longer Could Be Thwarted by Age Bias

Two more age bias cases were filed recently by the Equal Employment Opportunity Commission, and an agency report says age discrimination can thwart employees’ plans to work longer and could affect retirement plan drawdown strategies. Read more >

State and Local Governments Eye ESG Investing Strategies for Returns and Impact

US SIF’s Lisa Woll provides examples of strategies public pension funds are using to incorporate environmental, social and governance (ESG) investing with retirement funds and other assets. Read more >

CEFEX Offers Due Diligence Reports on Advisers and Providers

For retirement plan sponsors, the CEFEX Independent Assessment Report offers a method to document the selection and monitoring of their service providers, thereby helping them fulfill their fiduciary obligations. Read more >

Break From the Grind: Retirees Spend More Time on Leisure Activities Than Others

Watching TV is the leisure activity Americans spend the most time doing, according to the 2018 American Time Use Survey from the Bureau of Labor Statistics. On average, adults age 75 and older spent more time engaged in leisure activities per day than any other age group. Read more >

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

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

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