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February 28, 2017

Americans Support Advantages of DC Plans

The vast majority (89%) of all households disagree with the statement that the “government should take away the tax advantages of defined contribution (DC) accounts,” and 90% “disagree with the idea of reducing the amount that individuals can contribute to DC accounts,” according to a study from the Investment Company Institute (ICI).Read more >


Employers Shifting to Programs That Include Financial Well-Being

Employers are almost unanimously shifting to an approach of total "well-being" that includes emotional and financial well-being, rather than the traditional approach, which only addressed physical health, according to a survey from Shortlister of the well-being subject matter experts at the nation's top employee benefits consultants.Read more >


ICMA-RC Provides Materials for America Saves Week

ICMA-RC is recognizing America Saves Week, February 27 to March 4, 2017, by publishing an educational website for novice investors working for public-sector employers.Read more >

Ask the Experts
Rolling from a 403(b) Plan to a 401(a) Plan

“We are a large controlled group with some entities eligible to sponsor a 403(b) plan, and some not. We are going to be transferring a group of employees from an entity that has a 401(a) and 403(b) plan to an entity that can only maintain a 401(a) plan. Can we move the 401(a) and 403(b) plan monies of their current 501(c)(3) employer to the 401(a) plan of their new employer?”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.


Baby Boomers Adjusted Retirement Expectations Post Recession

A decade after the recession of 2007, more than half of Baby Boomers feel they have not benefitted from any recovery, according to a new study by the Center for a Secure Retirement (CSR). More Boomers feel they will rely on Social Security in retirement than before the recession.Read more >


Employees Feel Less Secure About Finances and Saving for Retirement

Concerns about financial security have the greatest impact on employees’ feelings of overall well-being, according to findings from the Fourth Annual Guardian Workplace Benefits Study. Generation X and single parents are feeling particularly strapped.Read more >


Americans’ Savings Efforts Have Worsened

Two-fifths (38%) of American households feel they are making good or excellent progress in meeting their savings needs, the 10th annual America Saves Week survey found, while more than one in four (27%) aren’t making any progress at all.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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