(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 9th, 2016

2017 Award Nominations Are Open

Nomination forms for the 2017 PLANSPONSOR Plan Sponsor of the Year Awards and Retirement Plan Adviser of the Year awards are now available.Read more >

NAGDCA Discusses Fiduciary Responsibilities for Government DC Plans

The National Association of Government Defined Contribution Administrators (NAGDCA) has released a brochure discussing fiduciary responsibilities of government defined contribution (DC) plan sponsors and strategies for limiting liability. The brochure includes a governmental plan fiduciary responsibility checklist.Read more >
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

Certain Ages a Retirement Planning Trigger for Some

Thirty-six percent of respondents to a survey said they started planning at a significant birthday.Read more >

Study Reveals ROI From Financial Wellness Programs

An analysis of retirement plan contribution rates found that employees that improve their financial wellness score from 4 to 6, on a 10-point scale, could potentially improve their retirement plan balance by more than 27%.Read more >

Hearing Witnesses Make Recommendations to Improve Retirement Security

The Senate Special Committee on Aging heard about the Bipartisan Policy Center (BPC) Commission’s recommendations that could increase and improve retirement savings.Read more >

Retirement Date Uncertainty Puts Lifetime Income at Risk

Research found individuals would forego up to 5.7% of total lifetime consumption to fully insure the risk of retirement date uncertainty.Read more >

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

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