(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 7th, 2019

Aging Global Population Requires a Retirement Rethink

As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare for an imbalanced workforce. Read more >

PSNC 2019: A National Plan Sponsor Town Hall

Plan sponsors from across the U.S. shared their biggest challenges and successes during the opening session of the 2019 PLANSPONSOR National Conference in Washington, D.C. Read more >

PSNC 2019: Defining Success in Your Workplace Retirement Plan

Recipients of the 2019 PLANSPONSOR Retirement Plan Sponsor of the Year award talk in detail about their award-winning plans—about what it takes to build and then maintain a top-level retirement plan. 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

PSNC 2019: Washington Update

Attorneys discuss provisions of the widely supported SECURE Act, plus hot topics in regulation. Read more >

Sponsored message from Guidestone Financial Resources

Fiduciary Overview for Church Retirement Plans Webcast

Behind every successful retirement plan is a strong fiduciary. How do you know if you’re being effective? GuideStone’s Legal team shares what every church plan fiduciary should know. Read more >

SEC Expanding Financial Education for Teachers, Military Personnel

The initiatives build on the Securities and Exchange Commission’s (SEC’s) past efforts and focus additional enforcement and investor education on these groups. Read more >

DOL Asked to Make Electronic Delivery of Retirement Plan Disclosures the Default

Eight organizations associated with defined contribution (DC) plans submitted a letter to the Employee Benefits Security Administration of the Department of Labor (DOL) asking it to propose regulations that would permit plan sponsors to make electronic delivery the default method of delivery for retirement plan disclosures and notices. Read more >

Barry’s Pickings: The Future Will Be About Financial Wellness

There is more to life than saving for retirement, says Michael Barry, president of October Three (O3) Plan Advisory Services LLC, and he foresees a new model where financial wellness is implemented across a rich employee dataset exploiting the efficiency of artificial intelligence. Read more >

Sponsored message from PIMCO

Rationality and Retirement: Mutually Exclusive?

Cognitive biases may lead to suboptimal judgments. Behavioral science-based nudges may help. Read more >

Clear Disclosure Partners Offers Cybersecurity Program for Retirement Plans

Among other things, the Cybersecurity Risk Management Program, in consultation with the plan sponsor and fiduciaries, includes the development of a prudent process for cybersecurity management including policies and procedures and a cybersecurity manual. Read more >

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

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