(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 11th, 2015

Advisers Increase Retirement Confidence

Half of survey respondents who have worked with a financial professional say this has motivated them to take steps to achieve a comfortable retirement.Read more >

Decumulation and Retirement Income

The fourth and final article in a series about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling employees.Read more >
Savings Snapshot Shows Individual Commitment
Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.Read more >

IRS Webcast Reveals Compliance Unit Activities

The Internal Revenue Service (IRS) is inviting the public to a webcast, “Employee Plans Compliance Unit (EPCU) Updates.”Read more >

How to Treat Lawsuit Awards and Settlements

When a defined contribution (DC) retirement plan is awarded damages or receives a settlement from a lawsuit, it is incumbent on the plan administrator to figure out how to award the funds to participants.Read more >

Firm Introduces ‘Frugal’ 3(38) Fiduciary Service

Small-plan clients can now receive fiduciary investment advice at a “frugal price,” says Frugal Financial Retirement Plan Services.Read more >

Adding Roth When After-Tax Already Exists

“We are considering adding Roth contributions to our 403(b) plan. However, the plan currently allows for employee after-tax contributions. Should I replace the after-tax contributions with Roth or simply allow them to exist side-by-side?”Read more >

David Levine and David Powell with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers will 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.

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

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