(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 14th, 2018

PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey through September 28. The survey is our largest and most important research project of the year, but we need your help for it to be a success. Read more >

Mercer-Vanguard Health Savings Model Urges Personalized Planning

Vanguard has published a report recounting recent analytical work conducted in collaboration with Mercer Health and Benefits, aimed at helping employers better understand their role in supporting the health care needs of late-career workers and retirees. Workers with generous employer health care benefits that may not be offered in retirement and those at higher risk of chronic conditions because of their family history or current health status should target higher savings rates. 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

Measuring the Nuances of Financial Wellness Programs

MetLife suggests that sponsors use “value of investment” to measure the intangible outcomes of financial wellness programs, such as employee productivity, engagement and overall job satisfaction, as well as costs associated with absenteeism, disability claims and turnover. Read more >

Empower Combines HSA and Retirement Plan Reporting

A new interactive interface allows employees to think about retirement and health savings together and visualize the best way to allocate limited assets. Read more >

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

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

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