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May 19, 2017

PLANSPONSOR National Conference Offers Education and Fun

Aside from a powerful, information-packed agenda, the PLANSPONSOR National Conference includes... FUN! On night one you’ll take a quick trip to Italy! Stroll the exhibits and swing by our authentic Italian wine bar to sample wines from the many different regions of Italy. On day two, NYC yoga and meditation instructor, Allison Joy Phillips, will host Sunrise Yoga at 6:45am. On night two, break out your Hawaiian shirts, don your grass skirts, and join our mini tropical getaway in the exhibit hall! Learn more about the conference, including how to register.Read more >


Some Participants Unaware They Are Retirement Ready

While many Americans are working past retirement age because they want to, several are doing so because they’re unaware they are financially secure enough to retire. Tim Walsh, senior managing director, TIAA, says this is something his firm has been working to counter in the non-profit sector.Read more >


Whites Have More Sources of Retirement Income

On average, white adults ages 50 and older have three sources of income for retirement, compared with two sources each for older African Americans and Hispanics, a survey found.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.


A Forgotten Part of Participant Financial Wellness: Loan Defaults

Loan defaults are a preventable form of plan leakage, and stopping them can improve retirement plan participants’ financial wellness.Read more >


Women Better at Saving and Investing Than They Think

If you think men have greater success than women when it comes to saving and investing one’s money, a study from Fidelity may surprise you. Fidelity Investments client data analysis shows on average, women performed better than men when it comes to investing, and when comparing annual savings rates, women come out on top.Read more >


People Underestimate Cost of Health Care in Retirement

A new white paper from Voya aims to help people get a better handle on health care costs in retirement.Read more >


Ascensus Enhances Digital Experience for Plan Sponsors and Participants

Among the updates are more options for customizing views and taking action.Read more >


Fidelity Launches ESG Index Funds

Fidelity Investments has launched two new index funds focused on sustainable companies. The Fidelity U.S. Sustainability Index Fund and Fidelity International Sustainability Index Fund will allow investors to contribute to companies with a positive impact on environmental, social and governance (ESG) ideals.Read more >


Envestnet Offering 3(38) Investment Service to TIAA Clients

Envestnet Retirement Solutions (ERS) announced its customized 3(38) investment management service platform, Envestnet Fiduciary Advantage, will be available to plan sponsors and advisers whose retirement plans include TIAA's Custom Portfolios Model Service. The same 3(38) investment management services will be made available to plan sponsors, or their advisers, that wish to incorporate TIAA's Target Income Models, which apply Liability Driven Investing (LDI) principles.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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