(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 11th, 2018

2019 Awards Nominations Are Open

The nomination process has begun for the 2019 Plan Sponsor of the Year and Retirement Plan Adviser of the Year Awards. Read more >

Employees Not Realizing the Importance of Debt Control in Retirement Planning

In a special report analyzing data from its 2017 and 2018 Retirement Confidence Surveys, the Employee Benefit Research Institute (EBRI) found 30% of workers overall reported worrying about finances at work. Debt was correlated with worrying; nearly three-quarters (71%) of those who said debt was a major problem worried about finances at work. Despite the correlation between debt and worrying about finances, although a majority of workers thought workplace financial well-being programs would be either very or somewhat helpful in better preparing or saving for retirement, fewer than half of workers thought debt counseling or budgeting help would be helpful in preparing for retirement. Read more >
ASK THE EXPERTS
Can Tribal Governments Sponsor 403(b)s?
“I was recently hired to work with an entity that is a Native American Tribal Government. Can it sponsor a 403(b) plan?” Read more >

Improve Retirement Outcomes With a Simple ‘Nudge’

Offering a new perspective, a marketing agency provides ideas for getting participants more engaged in their retirement plans. Read more >

Another Hit to Retirement Plan Investors: Financial Transaction Tax

An analysis shows a new bill introduced in the Senate would result in a significant financial hit to retirement plan investors. Modern Markets Initiative is pushing back on a tax provision in the bill. Read more >

New Provider Enters Non-Qualified Retirement Plan Market

CapAcuity is a non-qualified benefit provider which its founder says is responding proactively to recent disruptive trends in executive benefits. Read more >

Fourth Point Wealth to Build PlanMember Financial Center

Chris Janeway of Fourth Point Wealth in Newport Beach has announced an affiliation with PlanMember Securities Corporation as a new PlanMember Financial Center, expanding retirement, investment planning and financial education opportunities for investors, including educators and employees of nonprofit organizations in Newport Beach and the surrounding area. Read more >

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

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