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January 10, 2017

EDITOR’S NOTE

Please be advised that in coming days, we are updating our email distribution “from address”. To help ensure that you continue to receive our newsletters, you should make sure NOW that your e-mail settings recognize plansponsor.strategic-i.com as a “safe” sender, and/or alert your IT staff to make those adjustments for you. If you still can’t receive your newsletter, it may require your IT department’s help.


403(b) Plan Fees Mostly In Line With Other DC Plan Fees

Data from the PLANSPONSOR DC Survey indicates there were only slightly more 403(b) plans with investment expense ratios in the upper extremes than all DC plans, even among non-ERISA plans.Read more >


Long-Term Return Assumptions Reduced Again for 2017

J.P. Morgan suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.Read more >


Fidelity Predicts Retirement Industry Trends for 2017

An increased focus on education and wellness and plan designs focusing on retirement income are among trends Fidelity sees as gaining more traction this year.Read more >

Ask the Experts
Rolling Over from One Plan to Another in a Controlled Group

“A physician who has moved from one entity in our controlled group to another is wanting to roll over his 403(b) balance into the 401(k) plan of the new entity. Is this allowed, even though he is not considered severed from employment due to the controlled group rules?”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.


MassMutual Upgrades RetireSMART Ready Tool

MassMutual upgraded its RetireSMART Ready tool available on the RetireSMART website to provide savers in defined contribution (DC) plans with better guidance and potentially improved outcomes to help reach their retirement goals.Read more >


Lincoln Investment Capital Holdings Purchases Legend Group Holdings

Cetera Financial Group, a network of independent broker-dealer firms, has announced the sale of Legend Group Holdings to Lincoln Investment Capital Holdings. The Legend Group includes an independent broker-dealer and registered investment adviser (RIA) focused on supporting the delivery of professional guidance by financial advisers to 403(b) retirement savings plans.Read more >


AXA Head of Retirement Expands Role

Kevin Molloy, head of Retirement Plan Services for financial protection firm AXA, will now oversee the 403(b), 401(k), 457, and associations retirement businesses.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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