(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 30th, 2018

2018 Plan Sponsor of the Year Winners

The 2018 PLANSPONSOR Plan Sponsor of the Year winners in nine categories were announced at our Excellence in Retirement awards dinner last night in New York City. Profiles of the winners, as well as all finalists, can be viewed online. Read more >

Americans Reflect on How Stock Market Volatility Will Affect Plans to Retire

Lately, retirement plan participants have seen how volatile markets can be, with the Dow plunging nearly 3,000 points in early February, and the markets swinging wildly since then. More than half of Americans (52%) say they are financially prepared if the Dow were to lose an additional 6,000 points, yet only 28% actually have a financial safety plan in place. Six in 10 (61%) survey respondents are simply not sure how long it would delay their ability to save for retirement should a 6,000-point drop in the Dow occur. 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

Maintaining a Top Notch Call Center

Compliance concerns, lengthy wait times, incorrect information. These are only the more recognized complications when assessing call centers, so how can plan sponsors and providers offer dependable—and reliable—material to participants? Read more >

Retirement Saving More of a Priority for Men Than Women

For both sexes, becoming serious about saving for retirement doesn’t usually happen until one’s 40s or 50s. Read more >

Health Care Expenses Eating Into Savings

Forty-one percent of Americans polled say they decreased contributions to a savings plan because of health care expenses. Read more >

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

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

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