(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 18th, 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 >

Former Church Employees Awarded Retirement Benefits

Evidence was presented that showed supplemental retirement benefits were placed in the church’s building campaign. Read more >

Have Risk Lessons Been Learned From Financial Crisis?

Industry observers fear that 10 years following the collapse of Lehman Brothers, many investors, including retirement plan investors, may have forgotten lessons that should have been learned. Read more >
ASK THE EXPERTS
Annuity General Accounts Versus Separate Accounts
“I work for a plan sponsor that maintains a 403(b) plan with annuity contracts. We have two different types of accounts; a general account and a separate account. Can the Experts explain the difference between the two?” Read more >

An Accurate Perception of Their Finances Eludes Many Americans

One third thinks they are either better or worse off than they actually are, Prudential Financial learned in a survey. Read more >

Five-Year Market Forecast Sounds Mostly Optimistic Note

Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy. Read more >

Over Half of Americans Have Nothing Saved in a Retirement Account

The National Institute on Retirement Security (NIRS) analyzed U.S. Census Bureau data and learned that, among all working Americans, the median retirement account balance is zero. Further findings were that 57%, or 100 million Americans, own no assets in a workplace retirement plan, individual retirement account (IRA) or pension. Read more >

Voya Expands Tax-Exempt Markets Division

Voya Retirement has hired Brodie Wood as a senior vice president and national practice leader for healthcare and education in the company’s tax-exempt markets business. Read more >

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

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

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