(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 8th, 2017

2018 Annual Plan Sponsor and Adviser Award Nominations Are Open

Nomination forms for the 2018 PLANSPONSOR Plan Sponsor of the Year awards and Retirement Plan Adviser of the Year awards are now available. Read more >

Ascension Reaches Settlement With Acquired Entity’s Church Plan

Months after a settlement agreement was preliminarily approved in the case of Overall v. Ascension Health, the health care entity has agreed to a settlement agreement with the Wheaton Franciscan System Retirement Plan in a similar case challenging the plan’s “church plan” status under the Employee Retirement Income Security Act (ERISA). Ascension sponsors the plan due to its acquisition of Wheaton Franciscan Healthcare, an Illinois non-profit corporation. 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

Americans Underestimate Long Term Financial Needs

A significant number of Americans underestimate how much they are likely to spend on health care in retirement, according to a recent Financial Engines survey. Read more >

Saving for Retirement Not Feasible for Many Women

Forty-four percent of middle-income women say they cannot afford to save for retirement, compared to 14% of men. Read more >

Plan Providers Unveil Sophisticated Education Resources

The Retirement Plan Monitor report from Corporate Insight suggests retirement plan provider firms have consistently introduced new, higher quality resources to participant websites, and many of the firms tracked by the research now provide “engaging resources across a variety of mediums.” Read more >

Retirement Plan Practices Under Question for New Generation of Savers

Immediate eligibility and no entry age requirement would help Generation Z benefit from the time value of money. Read more >

Older Workers Not Saving Enough for a Secure Retirement

One-third of working Americans between the ages of 55 and 65 have no retirement savings, and they are at risk of declining living standards and even poverty within the next decade, according to a study published by the Schwartz Center for Economic Policy Analysis. Read more >

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

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

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