(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 7th, 2015

Market Timing Among Costliest Participant Mistakes

J.P. Morgan provides examples of how trying to time the markets can affect participants’ retirement plan balances.Read more >

Most Americans Unaware of Plan Deferral Limits

A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits placed on annual tax-advantaged retirement plan deferrals.Read more >

Reminder About Plan Distributions to Foreign Persons

If a U.S. retirement plan makes distributions to foreign persons, it must generally withhold 30% of the payment for federal income tax.Read more >

IRS Expands Auto Feature Correction Safe Harbors

New safe harbor correction methods related to automatic enrollment features in defined contribution plans are being implemented by the Internal Revenue Service.Read more >

Which 403(b) Plan Is the Oldest?

Since our University is currently on spring break I thought that I would take the time to ask the Experts a bit of a trivia question. Is there a 403(b) plan that is generally recognized as the oldest 403(b) plan in the country? Our plan dates from the early 1960s, and I was wondering how it stacks up in terms of longevity.”Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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