(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 8th, 2018

Calling All U.S. and Canadian Plan Sponsors and E&Fs!

Strategic Insight’s biennial survey on Global Institutional Investing is underway. Your participation is very much appreciated, and helps provide a view on current allocation, new strategies and future intentions. All participants will receive a free copy of the report, if desired. If you have questions about the survey you can send them to surveys@strategic-i.com. The survey is anonymous and confidential. Read more >

New Claim Added to Vanderbilt University 403(b) Plan Lawsuit

The new claim is related to the defendants’ alleged failure to protect plan assets by allowing third parties to market services to participants. 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


Continuous Financial Education Improves Retirement Outcomes

A research report says “financial education delivered to employees around the age of 40 will optimally enhance savings at retirement close to 10%. By contrast, programs that provide one-time education can generate short-term but few long-term effects.” Read more >

Americans Place Returns Above Values for Investments

While many prioritize social investments and community welfare when choosing investments, most opt for performance first and a profitable company whose values they disagree with vs. a struggling company whose values they like, Merrill Edge found. Read more >

CRR Offers Retirement Policy Suggestions to the DOL

A report to the Department of Labor (DOL) recommends strategies to enhance portability, reduce plan leakage and protect transfers from employer defined contribution (DC) accounts to individual retirement accounts (IRAs). Read more >

Social Security Trustees Warn of Impending Depletion Without Congressional Action

According to the Social Security Board of Trustees, the total annual cost of the federal benefits program is projected to exceed total annual income in 2018 for the first time since 1982, and remain higher throughout the 75-year projection period. Read more >

Break From the Grind: Age a Factor in Vacation Preferences

A survey suggests where Americans go, how they pay and what they do while on vacation may be a factor of their age. Read more >

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

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

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