(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 28th, 2018

Plan Sponsors Need the Right Motivations for Choosing ESG Investments

Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan. Read more >

LGBTQ Retirement Savers Need to Invest More Conservatively

Stock market volatility and a major downturn in the stock market seem worrisome for the LGBTQ community as people approach or live in retirement. MassMutual suggests adviser conversations and TDFs may help. Read more >

Trade War Effects on Retirement Plans

What plan sponsors should consider as trade wars intensify. 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

Transamerica Offers Suggestions for Further Improving Retirement Security

While defined contribution plans showed resilience during the Great Depression and recovery, more can be done to help participants, Transamerica Center for Retirement Studies says. Read more >

Translating Account Balances to Monthly Retirement Income Helps Participants

As a result of seeing their estimated income, almost half of all workers (48%) increased their retirement savings, LIMRA SRI finds. Read more >

Health Care Management Combined With Annuities May Help With Retirement Health Costs

A report details how utilizing the savings through health management can fund staggered annuities to help pay for health care expenses in retirement. Read more >

403(b) and 457(b) Plan Recordkeeper Enhances Platform

IPX is a modernization of traditional recordkeeping platforms that serve plans with multiple providers. Read more >

Vanguard Introduces Low-Cost ESG ETFs

Vanguard added to its current environmental, social, and governance (ESG) fund offering with Vanguard ESG U.S. Stock ETF (ESGV) and Vanguard ESG International Stock ETF (VSGX). The new exchange-traded funds (ETFs) can be purchased commission-free from Vanguard and are available on other leading trading platforms. Read more >

Providers Collaborate on Employer Student Loan Repayment Benefits

Edukate, a financial wellness platform, is collaborating with Gradifi, an employee benefits platform that helps people pay down their student loan debt and save for college. For Edukate, this is the first step towards a fully-integrated financial benefits platform for employers. Read more >

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

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

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