(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 7th, 2017

AXA Offers New Solution for DC Marketplace

AXA Retirement 360 is an open architecture defined contribution (DC) mutual fund program designed for 401(k), 403(b), 457(b) and 401(a) plans. AXA Retirement 360 features access to the broad mutual fund marketplace as well as a non-mutual fund option for retirement certainty with the AXA Fixed Account through a group fixed annuity from AXA Equitable Life Insurance Company.Read more >

Not All CPA Plan Auditors Are the Same

Nearly three-quarters handle five or fewer retirement plan audits a year, and this can lead to costly errors.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

Barry’s Pickings Online: Roth-only?

Michael Barry, president of the Plan Advisory Services Group, shares his thoughts about lawmakers’ consideration of making the current pre-tax retirement savings system an after-tax system.Read more >

DOL Moves Forward on Fiduciary Rule Delay

The Department of Labor (DOL) has announced that it is delaying the implementation of the fiduciary rule and related exemptions, including the Best Interest Contract (BIC) exemption, by 60 days. Rather than going into effect on April 10, as it stands now, the DOL says, beginning on June 9, advisers will still have to adhere to impartial, best interest investment recommendations, charge no more than reasonable compensation for their services and refrain from making misleading statements.Read more >

Reverse Mortgages As a Source of Retirement Income

Reverse mortgages make sense for retirees who wish to remain in their home, who need some additional income and who are not concerned about leaving the equity in their home to their heirs, says Wade Pfau, professor of retirement income at The American College of Financial Services in Bryn Mawr, Pennsylvania.Read more >

Auto Portability Could Boost Nation's Retirement Savings Wealth by $2T

The Employee Benefit Research Institute (EBRI) has joined the Bipartisan Policy Center in calling for a national, private-sector clearinghouse that could seamlessly handle rollovers from one plan to another.Read more >

Coalition to Defend Retirement Plan Tax Incentives

Industry advocates and businesses have formed a coalition with the mission to expand Americans’ access to retirement plans and to protect its current tax incentives.Read more >

JMM CPA Offers New Approach to Retirement Plan Audits

The team at JMM CPA has introduced a new approach to auditing retirement plans, designed to drive efficiency and quality into the process. The new approach to auditing a retirement plan is to perform testing on a quarterly basis.Read more >

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

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