(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 14th, 2016

Award Nominations Open

Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available.Read more >

Micro Plan Finds Provider That Simplifies Administration, Boosts Engagement

A plan sponsor finds that new options for micro plans offer more to participants and plan sponsors.Read more >

Retirement Savers Should Plan for 'Financial Shocks' in Retirement

Nearly three-quarters (72%) of retirees experienced at least one financial shock, and for one-third of them, it depleted their savings by 25%, according to the Society of Actuaries’ (SOA) 2015 Risks and Processes of Retirement Survey.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

Participants Investing Too Conservatively to Prepare for Retirement

“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says Joe Ready with Wells Fargo.Read more >

Plan Sponsors Could See Effects from SEC Final Liquidity Rule

Stronger liquidity rules for mutual funds and permitting ‘swing pricing’ could help long-term retirement investors.Read more >

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

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