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May 02, 2017

TIAA Observes More Demand for Advice from Participants

Now that the online tools are available, approximately 10% of plan participants are receiving some form of advice from TIAA each year, a four-fold increase relative to an earlier period.Read more >


Boosting Participant Engagement with Tools and Services

There are strategies plan sponsors can adopt to make the most of technology and digital tools, so that participants can boost their retirement readiness.Read more >


Confidence in Secure Retirement Increases

Those who are worried about not having enough money throughout their retirement has declined.Read more >

Ask the Experts
Why the Fiduciary Rule Applies to IRAs but Not Non-ERISA 403(b)s

“Aren't IRAs exempt from the Employee Retirement Income Security Act (ERISA), and thus any of ERISA's fiduciary provisions? And what about the many 403(b) plans that are also not subject to ERISA? If the fiduciary does not apply to those plans, why would it apply to IRAs?”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.


Avoiding Participant Reactions to Unreliable Financial News

Kelley Long, a member of the AICPA Consumer Financial Education Advocates group, has a few suggestions for plan sponsors and plan advisers to help participants not react to unreliable financial news.Read more >


Labor Secretary Confirmation Could Bring Fiduciary Clarity

The U.S. Senate has quietly approved President Trump’s Secretary of Labor nominee, Alexander Acosta. Acosta, working with whomever is named to fill the role of head of the Employee Benefits Security Administration (EBSA), will oversee the implementation of the Department of Labor (DOL) fiduciary rule reforms.Read more >


The More Information ERISA Litigators Have, the Better

An ERISA litigator weighs in on whether information from a new analytics tool would be helpful to attorneys and their plan sponsor clients.Read more >


Transamerica Launches Voice Access to Accounts

While effective in reducing acts of fraud, voice biometrics is also 80% faster to authenticate compared to PINs, passwords and security questions, Transamerica says.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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