(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 19th, 2018

Nominations for Plan Adviser of the Year Close Today!

Do you have a great retirement plan adviser? Would you like to see your adviser or adviser team recognized as the best in the business? Make your nomination today! Read more >

Learning Lessons From ‘High Influence’ Plans

Sitting down with PLANSPONSOR to offer an inside take on the results of the firm’s “Driving Plan Health” report, Mel Hooker, director of relationship management at Wells Fargo Institutional Retirement and Trust, made some important points about “inertia,” and how this theme impacts the retirement plan industry in pervasive and pernicious ways. As Hooker explained, retirement industry practitioners will almost certainly be familiar with the topic of inertia as it pertains to participants. According to Hooker, the conversation around inertia has been immensely helpful for improving the “choice architecture” that surrounds DC plans. “Where the conversation has not been as advanced is when we are talking about the ways plan sponsors also have their own amount of inertia to grapple with,” Hooker said. 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

Nonprofits Grapple With Shifting 457(f) Landscape

Due to changes in the wider benefits and compensation landscape, experts agreed, now is a fine time for nonprofit employers to reconsider their offerings and whether they can do more to attract and retain top executive talent. Read more >

Health Care Costs Affecting Retirement Savings and Financial Wellness

Of the nearly half of survey respondents who report they have experienced health care cost increases in the past year, 24% state they have decreased their contributions to retirement plans, and 17% have taken a loan or withdrawal from a retirement plan. Read more >

IRS Identifies Retirement Plan Compliance Strategies for 2019

The agency will give greater scrutiny to retirement plan distributions and 403(b) universal availability rules, among other things. Read more >

Horace Mann and SWBC to Offer Investment Solutions for Educators

Horace Mann, a company focusing on helping educators achieve their financial goals, has partnered with SWBC, a diversified financial services company, to provide school districts with additional investment solutions for educators. Read more >

Human Interest Launches Partner Program Portal

Human Interest announced the launch of a new Partner Program, including an integrated Partner Portal. According to the firm, the Partner Portal is designed to serve as the user interface for partners to manage their client referrals. The portal, the firm says, is now “fully integrated into the Human Interest Partner Program and is designed to enable Human Interest partners to easily set up and manage a fully-automated and online retirement solution for their clients.” Advisers to both 401(k) and 403(b) plans can leverage the portal. Read more >

Break From the Grind: Why Employees Quit

A survey finds tangible benefits and personal experiences lead employees to seek other employment, and personal experiences carry more weight than one may think. Also, employers shouldn’t believe that if an employee stays that means he is happy. Read more >

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

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

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