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August 04, 2017

Middle-Income Boomers Struggle After Financial Crisis

While 41% of middle-income Boomers felt well- or very well-prepared for retirement before the 2007 financial crisis, that has dropped to 31%, the Bankers Life Center for a Secure Retirement found in a survey.Read more >


Ways to Limit Participant Retirement Plan Loans

Educating retirement plan participants about the consequences of taking loans from their account balance, as well as a few plan design changes, can limit the amount of loans taken, IFEBP says.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.


Financial Shocks Hurt Americans' Retirement Savings

A research report says health crises, job losses or other life transitions lead retirement plan participants to pull money from their accounts or discontinue contributing.Read more >


States Taking Fiduciary Reforms Into Their Own Hands

Several states are in the process of debating and potentially adopting their own legislation relating to the fiduciary responsibilities of broker/dealers and investment advisers.Read more >


Sound Education Needed to Increase Retirement Savings Contributions

A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound education, as well as plan design, can drive this behavior.Read more >


Non-U.S. Equity Returns Boosted TDF Performance for Q2

Target-date funds (TDFs) pushed forward from their first-quarter gains to generate an average return of 2.83%, according to the latest Callan Target Date Index results. Callan Associates attributes most of this success to diversification and the performance of non-U.S. equities.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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