(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 10th, 2019

Market Volatility Not the Only Risk for Pre-Retirees and Retirees

Yet, aside from keeping themselves healthy, they need to realize that with increasing longevity, retirees are no longer considered short-term investors.Read more >

Court Finds Atrium Health’s Benefit Plans Are Governmental Plans

A U.S. District Judge in North Carolina determined the health system’s retirement and health plans were established and maintained for its employees by a political subdivision of the State.Read more >

2019 PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year, as well as a valuable benchmarking resource. Please consider responding by the September 27 deadline.Read more >
What Is a 403(b) Plan?
“I know this is a basic question, but what exactly IS a 403(b) plan?”Read more >

Principal Pledges Seamless Transition for Wells Fargo Recordkeeping Clients

Principal Financial Group made public some much-anticipated details about its ongoing integration of the Wells Fargo Institutional Retirement and Trust business.Read more >

Mixed TDF Investors’ ‘Sophistication’ May Be Hurting Them

Research explored the allocation decisions of 30,516 mixed target-date fund (TDF) investors to determine which types of investors are more susceptible to mixing TDFs and how they mix them.Read more >

Help for Employees Falling Behind on Retirement Savings

Educating employees about the power of time on their savings, encouraging them to log into their retirement plan accounts and starting them at a higher deferral rate are some ways employers can help boost employees’ retirement savings.Read more >

Simple Ways to Reduce Employees’ Current and Future Health Cost Concerns

Taking advantage of preventive care, health savings accounts (HSAs) and employer-provided physical wellness programs are some of the ways employees can get a handle on health care costs now an for the future.Read more >

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

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