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May 23, 2017
In This Issue
PLANSPONSOR National Conference
Investors Working on Overall Financial Wellness
Millennials Saving for Financial Freedom, Not Retirement
Mutual Fund Expenses Continue Downward Trend
Regulations, Legislation Impede Retirement Savings of Americans
MassMutual Rebrands
Using Distributions for Ministers’ Housing Allowance in Church Plans
PLANSPONSOR National Conference:
Ten years after Internal Revenue Service (IRS) 403(b) regulations were passed, 403(b) plans experience many of the same administration and investing issues as 401(k) plans. So far, 29 of your peers have registered to attend the PLANSPONSOR National Conference. Don’t let them be the only ones to get ahead. Read more »
Investors Working on Overall Financial Wellness:
However, contributing to an emergency fund and saving at least 10% for retirement are two of the most challenging practices. Read more »
Millennials Saving for Financial Freedom, Not Retirement:
Even though only 8% of Americans believe Millennials are doing a good job at saving, a study by Merrill Edge finds they are saving more than their generational counterparts—but not for the same reasons. Read more »
IN CASE YOU MISSED IT
Using Distributions for Ministers’ Housing Allowance in Church Plans:
“I know participants can apply part of their distributions as ministers’ housing allowance (granted they meet the requirements) in a 403(b)(9) church retirement income account.  But can they also do so from a 403(b)(7) mutual fund custodial account?” Read more »
Mutual Fund Expenses Continue Downward Trend:
In 2016, investors paid, on average, 39% less for equity mutual fund expense ratios than in 1996—reflecting investor interest in lower-cost funds, industry competition, and economies of scale driven by asset growth, the Investment Company Institute (ICI) says. Read more »
Regulations, Legislation Impede Retirement Savings of Americans:
The Department of Labor (DOL) fiduciary rule, the rollback of an ERISA safe harbor for state-run plans and the new health care law were mentioned by witnesses in a House Subcommittee hearing. Read more »
MassMutual Rebrands:
After operating in the industry for more than a century, Massachusetts Mutual Life Insurance Company has unveiled a new brand in an attempt to better reflect its core values and the idea of interdependence. Read more »

EDITORIAL Rebecca Moore | rebecca.moore@strategic-i.com

ADVERTISING Paul Zampitella | paul.zampitella@strategic-i.com

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