(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 18th, 2016

2016 PLANSPONSOR Defined Contribution Survey

PLANSPONSOR’s Defined Contribution Survey gathers data from thousands of plan sponsors about their plan design and administration, providing industry benchmarks. The survey is a study in contrasts and a demonstration of some surprisingly striking similarities among plans of varying sizes.Read more >

Retirement Proposals on the Table for Trump Administration

There is a question whether retirement policy is a priority for president-elect Donald Trump, but there are many proposals out there for his administration to consider.Read more >

Retirement Outlook Far Different for Millennial Men and Women

Millennial men and women view retirement planning and saving significantly differently, a survey by Schwab Retirement Plan Services found. Fifty-four percent of Millennial men are mostly concerned about their health in retirement, and 46% are apprehensive about their savings—but 70% of Millennial women are more concerned with their financial security once they stop working.Read more >
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

ESG Investors Weight Performance and Moral Considerations

As more and more assets are invested in portfolios that consider environmental, social and governance (ESG) factors, researchers are attempting to better measure the effectiveness of so-called “impact investing,” both in terms of financial performance and as it pertains to meeting the moralistic goals of ESG.Read more >

More DC Plan Advisers Recommending Custom TDFs

However, there are considerations about the peripheral risks of offering a custom fund—as a growing handful of DC plan sponsors have already been sued over the performance of customized funds.Read more >

PBGC Issues Annual Report of Deficits

The Pension Benefit Guaranty Corporation’s (PBGC)’s single-employer insurance program showed improvement; its deficit narrowed from $24.1 billion, at the end of FY 2015, to $20.6 billion at the end of FY 2016. This was primarily due to investment and premium income and a low level of plan terminations during the year.Read more >

CUNA Partners With ERS to Offer Fiduciary Protection

In an effort to help financial advisers and plan sponsors meet fiduciary obligations, CUNA Mutual Retirement Solutions has partnered with investment monitoring subsidiary Envestnet | Retirement Solutions (ERS).Read more >

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

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