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May 05, 2017

Retirement Plans Not Out of the Woods Yet on Tax Reform

Congress is still considering the idea of making defined contribution (DC) deferrals after-tax (Roth) instead of pre-tax.Read more >


Participants Should Brace for Lower Returns

What investment experts are telling investors, young and old, to do in response.Read more >


Post-Millennial Generation Saving Early

A study found 12% of Generation Z (ages 14 to 21) are already saving for retirement.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.


Senate Joins House In Opposing State-Plans for Private Sector

A resolution passed by the U.S. Senate is the latest step forward in the wider effort to roll back the regulatory safe harbors created by the Obama administration’s Department of Labor (DOL) to exempt from the Employee Retirement Income Security Act (ERISA) state- and city-run retirement plans created for private-sector workers.Read more >


More Citing Retirement Savings Accounts as Major Source of Retirement Income

Still, 34% of non-retirees say Social Security will be a major source of retirement income, a Gallup poll finds.Read more >


Managing Life Events Can Improve Financial and Overall Well-Being

“A critical part for employers is understanding how life events impact a person’s total well-being and engaging employees with the right benefit to the right person at the right time,” says Jeanne Thompson, with Fidelity.Read more >


Americans Get an 'F' on Retirement Planning

A majority of people believe they have plenty of knowledge about retirement planning, but only 33% of these people passed a quiz about ways to make their nest eggs last.Read more >


Break from the Grind: Is a Messy Work Desk a Bad Sign?

More than half of senior managers (54%) interviewed by staffing firm OfficeTeam said the most distracting or annoying aspect of employee workspaces is sloppiness or disorganization. However, one in 10 respondents acknowledged a desk that's too clean or bare raises a red flag.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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