(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 30th, 2017

The State of Recordkeeping

Providers face constant pressure to evolve—and survive. Read more >

Washington University in St. Louis Faces Second 403(b) Lawsuit

The strongly worded complaint says the plan fiduciaries “utterly abdicated their fiduciary duties to act prudently and loyally” by turning the plan over to TIAA and Vanguard Group. Read more >

Younger Investors Show Good Savings Habits

Investors younger than 30 are quite confident about retirement, with 85% saying they believe they will be able to have the kind of lifestyle they would like to have in their golden years, E*TRADE found in a survey. However, many cite obstacles to saving for retirement. 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

Employees Want Employer Help With Financial Issues

More than half indicate they wish their employer offered more resources to help them prioritize their finances and wish their employer did more to educate them about saving for retirement. Read more >

Voya Offers Retirement Check-Up Report

Voya Financial Inc. launched its Retirement Check-Up Report. This new resource allows an employer to measure the health of its retirement plan based on the digital enrollment and savings decisions participants make online and through their mobile devices. Read more >

Tracking Risk in a TDF Glide Path

TDFs typically address risk by switching to fixed income as opposed to equity as a participant ages, but a closer look under the hood can reveal deeper insights to protection from downside risk. Read more >

DOL Officially Pulls Back Final Rules for Government-Run Plans

In a new final rule, Definition of Employee Pension Benefit Plan Under ERISA, the Department of Labor (DOL)’s Employee Benefit Security Administration (EBSA) removed its final rules regarding the Employee Retirement Income Security Act (ERISA) safe harbor of government-run plans for private-sector workers from the Code of Federal Regulations. Read more >

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

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

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