(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 31st, 2017

2017 Defined Contribution (DC) Survey extended through November 3!

There is still time to join the thousands of plan sponsors who have responded to our annual survey of defined contribution plan design trends and recordkeeper satisfaction. Don’t miss this opportunity to benchmark your plan or nominate your recordkeeper/account service team for our annual Best in Class awards. Read more >

Cyber Security: Trends and Strategies to Protect Plan Data

PLANSPONSOR and Nationwide invite you to join a timely webcast where you can learn the latest global trends in cyber security; key players in the current threat landscape; considerations and challenges for developing strategies to protect participant data; and solutions to help your organization detect and protect against the latest cyber attacks. Read more >

IALC Says Research Proves There Is a Retirement Crisis

Ninety percent of Americans surveyed do not feel confident in their retirement savings situation. Read more >
ASK THE EXPERTS
A Special Halloween Edition
“Do the Experts have any Treats for us this Halloween, or only Tricks?” Read more >


Emerging From the Frenzy

The 403(b) plan marketplace had been sent into a tailspin. The year was 2007, and the Internal Revenue Service (IRS) had passed a series of regulations that would upend how 403(b) plan sponsors ran their retirement plans. But, 403(b) plan providers and sponsors have taken strides to move forward. Read more >

TDF Concentration Is a Crucial Plan Sponsor Consideration

Cerulli Associates contends the choice of a target-date fund glide path is “arguably the most important decision for plan sponsors relative to the long-term outcomes of plan participants.” Read more >

Treasury Calls for the Creation of an Annuity Oversight Bureau

The Treasury Department believes that if an expert bureau were created to assess the viability of annuity providers, retirement plan sponsors would be more inclined to offer in-plan guaranteed lifetime income options. Read more >

There Is Value in Ongoing Benefits Education

Most employers inform their workforce about their health, retirement and financial wellness benefits once a year—at open enrollment, Benz Communications maintains in its report, “The Value of Investing in Benefits Communication.” The problem with that is people encounter personal, health or financial crises at unexpected times outside that narrow window. Employees need help with health and financial benefits year-round and employees who believe that their employer cares about their health and well-being are more engaged. Read more >

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

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

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