bLines logo
February 17, 2017

Market Environment Means a New Take on Diversification

Considering the “combined expectations for low asset returns and the unavoidable reality of downside risk in a highly uncertain global political and economic climate,” investors of all types are looking for new ways to diversify their portfolios, according to a new analysis from Willis Towers Watson, “Breaking the Style Box.”Read more >


Courage, not Literacy, Key to Financial Wellness

Helping employees become more confident about engaging in financial matters—improving their financial courage—is more critical than employers providing benefits that focus solely on financial education, a survey from Mercer suggests.Read more >

Ask the Experts
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 Preparedness Requires Course Corrections

Americans are feeling unprepared for retirement but are willing to take steps to ensure more financial security later in life.Read more >


Trusted DC Providers Can Gain and Maintain Participant Assets

A new Spectrem Group report finds 43% of DC plan participants would consider transferring outside assets to the provider if they were aware of the providers’ full range of asset management capabilities, fees, etc.Read more >


Break from the Grind: Who Loves Their Jobs?

A study finds that for some workers, the ‘honeymoon’ is over after the first year of work; however, that study and another show the longer a person stays on a job, the more pleased they are with it.Read more >


RSS feed iconTwitter logoLinkedIn logo

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

Subscribe to (b)lines, click here.
To unsubscribe, click here.

BrightScope / CIO / FWW / Global Custodian / Investor Economics /LiquidMetrix / Market Metrics /
Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade
To Unsubscribe, click here.