(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 14th, 2015

A K-12 Plan Sponsor Consolidates Vendors

While establishing processes to comply with Internal Revenue Service (IRS) 403(b) plan regulations, a school district in Illinois decided it wanted a better plan for itself and plan participants.Read more >

Social Security Will Be a Major Source of Income for Most

Coinciding with the 80th Anniversary of Social Security, AARP conducted a survey of 1,200 adults about their views on the program.Read more >
“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 >

Hospitals Adjusting Health Benefits Due to ACA

With the Patient Protection and Affordable Care Act (ACA) “Cadillac” excise tax looming, many hospitals feel increasing pressure to rein in health benefit costs.Read more >

Beliefs About Social Security Stability Vary

Many workers in the U.S. lack confidence in Social Security, yet more than half have done nothing to address personal longevity risk.Read more >

Form 5500 Filing Extension Extended

Legislation signed by President Obama extends the maximum extension deadline for filing Form 5500 returns for benefit plans.Read more >

TIAA-CREF Launches New Funds

TIAA-CREF launched a short-term bond index fund and expanded its suite of responsible investment funds.Read more >

Transamerica Launches Financial Educators Academy

Transamerica Retirement Solutions has partnered with the National Financial Educators Council (NFEC) to create the Transamerica Financial Educators Academy, an online program that enables people to become Certified Financial Education Instructors (CFEIs).Read more >

SPARK Updates Information Sharing Best Practices

The SPARK Institute released a new version of its publication for plan sponsors at non-profit organizations, “Best Practices for 403(b) and Related Retirement Plans Information Sharing.”Read more >

Newest Workforce Generation Surprisingly Old School

A survey of more than 770 members of Generation Z (those born between 1990 and 1999) by Robert Half and Enactus reveals some insights one might find surprising.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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