(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 15th, 2015

Memories Clash About Retirement Health Benefits Info

Results of a recent survey show employers could do more to educate employees about their medical benefits in retirement.Read more >

DC Plan Q&A: The Missing and Terminated

At times, employers can find it impossible to contact retirement plan participants who remain part of the plan but no longer work for the employer.Read more >
Many 403(b) plan sponsors, and small ones especially, could use some help with fiduciary duties, a survey finds.Read more >

Bill Aims to Improve Women’s Retirement

The Women’s Pension Protection Act increases spousal protections and improves retirement plan coverage for long-term part-time workers, among other things.Read more >

Change in Fiduciary Rule Process Could Happen Soon

Lawmakers are proposing that efforts to deter the DOL’s fiduciary rule should be included in a must-pass budget proposal.Read more >

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Can 10-Year Averaging Be Used for 403(b) Distributions?

“I work in the benefits office of a university that sponsors a 403(b) retirement plan. Recently, one of our oldest professors decided to retire, and wishes to withdraw his retirement plan account balance in a lump-sum. His tax adviser informed him that the distribution qualifies for something called ‘10-year averaging’ that lowers the taxes he would pay on the distribution, but I’ve never heard of such a thing! Do the Experts know anything about this?”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 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.

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

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