(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 31st, 2019

Offering Short-Term Stability to Help Employees Have Long-Term Security

The ability to handle short-term financial goals—or shocks—can improve an employee’s ability to save for the future. Read more >

Generation X Has a Big Need for Retirement Readiness Improvement

A study shows Americans at least 45 years old who have not yet retired are struggling financially and falling behind in retirement savings, but defined contribution (DC) plan sponsors can help. 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

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 >

Advice/Savings Correlation

The retirement plan industry offers various ways to help plan participants develop good investing behaviors. The most basic way to give these employees guidance is through automatic plan design features. These “force” retirement plan enrollment, set a specific savings rate that can be automatically increased each year, and create a default investment fund. Plan sponsors, with the help of their providers, can also offer education that can help employees invest. Read more >

AXA Files for Annuity Exchange Offer

The offer is being made to participants in a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA Retirement 360 Defined Contribution Program available as an option. Read more >

Few Seats Left for 2019 PLANSPONSOR National Conference

The 2019 PLANSPONSOR National Conference, June 5 – 7, brings together a unique cross-section of the industry, as only an organization such as ours can do—plan sponsors, retirement plan advisers and providers, along with legislative and legal experts. We provide plan sponsor attendees with a myriad of takeaways to build plans that improve the outcomes of unique workforces while implementing proper corporate governance to manage fiduciary duties. One of the many benefits for plan sponsors attending the PLANSPONSOR National Conference is the opportunity to listen and learn first-hand from peers about both the challenges as well as the positive outcomes that they face every day. There are a few seats left. Read more >

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

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

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