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July 25, 2017

Women Require More Financial Planning Help

Women at retirement age, those between the ages of 60 and 75, understand the components of retirement income far less well than men of the same age, although even men don’t grasp the topic very well, the RICP Retirement Income Literacy Survey from The American College of Financial Services found. Only 18% of women passed the quiz, compared to 35% of men.Read more >


ESG Means More Than Negative Stock Screens

Two experts with Northern Trust Asset Management recently penned a helpful analysis examining the proper role of environmental, social and governance (ESG) investments in defined contribution (DC) retirement plans. In the past ESG funds were typically designed to simply “screen out” certain stocks. Today the product set is far more sophisticated and leverages ESG analysis to improve decisionmaking.Read more >

Ask the Experts
Effect of the Supreme Court Ruling on Church Plans

“Does the Supreme Court ruling about the definition of church plan mean it may be possible for such organizations to continue to maintain church plans that are not subject to the Employee Retirement Income Security Act (ERISA) as they have in the past, or is there more to come on this subject?”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.


Tax Changes Could Entice Small Businesses to Offer Retirement Plans

A significant amount of small businesses lack a retirement plan; however, a new study by LPL Financial suggests certain tax-incentive adjustments could encourage them to change.Read more >


Northern Trust Collaborates with GuideStone Funds

Northern Trust will now provide fund accounting, fund administration and global custody services for GuideStone Funds, a fund complex with more than $11 billion in assets under management. GuideStone Funds, a Christian-screened mutual fund family, is part of GuideStone Financial Resources.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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