(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 3rd, 2017

2017 PLANSPONSOR Service Stars Recognize Account Rep Excellence

PLANSPONSOR is pleased to announce the 2017 winners of its Service Star award program, recognizing retirement plan account reps and relationship managers who have, based on descriptions provided by plan sponsor clients, demonstrated exemplary service over the past year. Read more >

Plan Sponsors and Participants Not Prepared for Lower Returns

Forecasts suggest that stock and bond returns could be half that of recent decades, yet, 66% of workers believe that over the next decade, returns on their savings will continue to be in line with what they have experienced in the past, a BlackRock survey found. Read more >

Engaging Hispanic Workers in Retirement Savings

Rather than focusing on literacy and word-for-word translations, retirement plan sponsors may want to pay more attention to context and cultural needs. 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

More Than Four in Ten Households Wrong About Retirement Readiness

Nineteen percent of households who are at risk for being financially unprepared in retirement feel they are not at risk, while 24% of households who are not at risk, feel they are at risk, according to research from the Center for Retirement Research at Boston College. Researchers suggest more education could help. Read more >

Current Finances Must Be Managed to Increase Retirement Security

While saving for retirement is critical to financial wellness, employees typically won’t make the most of it if they’re struggling to meet short-term financial obligations. Read more >

Women Need More Help With Retirement Security

While it can be said that women have come a long way in the last few decades, they continue to face many social obstacles, not least of which is preparing adequately for retirement, according to the Transamerica Center for Retirement Studies. Only one in 10 women are very confident that they will be able to retire comfortably, according to a new report from the Center, “Seventeen Facts About Women’s Retirement Outlook.” Read more >

Investment Products and Services Launches

First Eagle launches mew mutual fund share classes; Natixis rolls out ESG TDFs; Vanguard reports third wave of expense ratio reductions; and more. Read more >

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

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

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