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May 19th, 2017 |
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 | PLANSPONSOR National Conference Offers Education and FunAside from a powerful, information-packed agenda, the PLANSPONSOR National Conference includes… FUN! On night one you’ll take a quick trip to Italy! Stroll the exhibits and swing by our authentic Italian wine bar to sample wines from the many different regions of Italy. On day two, NYC yoga and meditation instructor, Allison Joy Phillips, will host Sunrise Yoga at 6:45am. On night two, break out your Hawaiian shirts, don your grass skirts, and join our mini tropical getaway in the exhibit hall! Learn more about the conference, including how to register.Read more > |
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Some Participants Unaware They Are Retirement ReadyWhile many Americans are working past retirement age because they want to, several are doing so because they’re unaware they are financially secure enough to retire. Tim Walsh, senior managing director, TIAA, says this is something his firm has been working to counter in the non-profit sector.Read more > |
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Whites Have More Sources of Retirement IncomeOn average, white adults ages 50 and older have three sources of income for retirement, compared with two sources each for older African Americans and Hispanics, a survey found.Read more > |
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ASK THE EXPERTS
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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
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A Forgotten Part of Participant Financial Wellness: Loan DefaultsLoan defaults are a preventable form of plan leakage, and stopping them can improve retirement plan participants’ financial wellness.Read more > |
| Women Better at Saving and Investing Than They ThinkIf you think men have greater success than women when it comes to saving and investing one’s money, a study from Fidelity may surprise you. Fidelity Investments client data analysis shows on average, women performed better than men when it comes to investing, and when comparing annual savings rates, women come out on top.Read more > |
| People Underestimate Cost of Health Care in RetirementA new white paper from Voya aims to help people get a better handle on health care costs in retirement.Read more > |
| Ascensus Enhances Digital Experience for Plan Sponsors and ParticipantsAmong the updates are more options for customizing views and taking action.Read more > |
| Fidelity Launches ESG Index FundsFidelity Investments has launched two new index funds focused on sustainable companies. The Fidelity U.S. Sustainability Index Fund and Fidelity International Sustainability Index Fund will allow investors to contribute to companies with a positive impact on environmental, social and governance (ESG) ideals.Read more > |
| Envestnet Offering 3(38) Investment Service to TIAA ClientsEnvestnet Retirement Solutions (ERS) announced its customized 3(38) investment management service platform, Envestnet Fiduciary Advantage, will be available to plan sponsors and advisers whose retirement plans include TIAA’s Custom Portfolios Model Service. The same 3(38) investment management services will be made available to plan sponsors, or their advisers, that wish to incorporate TIAA’s Target Income Models, which apply Liability Driven Investing (LDI) principles.Read more > |
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