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April 25, 2017

Not-for-Profit Plan Sponsors Show Plan Management Improvement

Not-for-profit plan sponsors show disciplined plan management processes, like conducting a formal review of their plan options and services, according to the first Not-for-Profit Plan Sponsor Insights Survey by TIAA. Sixty-five percent of plan sponsors have an investment policy statement (IPS) in place to guide their investment monitoring and selection process, and 86% report having a plan adviser. TIAA says these strong processes may help explain why fiduciary concerns rank below worries about employee retirement readiness.Read more >


Moving From a Wellness Program to a Well-Being Program

“Most companies probably have used wellness and well-being interchangeably,” noted Barry Pailet, vice president, products, at Preventure, during a webcast. But, he explained that wellness is associated with health and disease prevention, while well-being is associated more with happiness. “Well-being tells us people perceive their life as going well,” he said. Pailet and a colleague discussed elements of a well-being program and how employers can make their well-being program a part of corporate culture and strategy.Read more >

Ask the Experts
Differing ‘Year of Service’ Definitions for Different Plan Provisions

“Our recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recently informed me that our plan document year of service definition is different for satisfying our one-year waiting period to receive employer contributions than it is for vesting purposes. Why are the definitions different? Would it not make more sense for the definitions to be the same, thus making the provisions easier to administer?”Read more >

David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.


Retirement Industry and Congress Talk Retirement Tax Reform

President Trump has pledged to introduce his tax reform proposals on or around April 26, adding to speculation about how tax-deferred retirement assets may be treated.Read more >


Neuberger Berman Offers Framework for SRI Investing

In “A Socially Responsive Investing Framework for Retirement Plan Fiduciaries” Neuberger Berman says plan sponsors considering incorporating Socially Responsive Investing (SRI) strategies into their retirement plan’s investment objectives, may want to begin by discussing some questions with their financial adviser or consultant and their plan committee (or other investment fiduciaries).Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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