(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 23rd, 2014

Incentives Get Teachers to Switch to DC Plan

A new research report suggests public school teachers would not choose a DC retirement plan over a DB retirement plan without powerful incentives.Read more >

Preparing Baby Boomer Workers for Retirement

Baby Boomers have good retirement savings habits, but accumulated savings may not be adequate.Read more >

IRS Reminds Plan Sponsors About Checklists

A retirement plan’s care should include a regular review of its basic operations, according to the Internal Revenue Service (IRS).Read more >

GAO Suggests Automatic Cash-Out Rule Changes

The GAO recommends an alternative to rolling over small retirement plan balances to individual retirement accounts (IRAs).Read more >

Addressing Mistakes in Tax Treatment of Deferrals

The Internal Revenue Service (IRS) says a common mistake it has encountered when employers have a Roth feature in their 401(k), 403(b) or governmental 457(b) plans, is that the employer does not follow the employee’s election as to whether deferrals are pre-tax or after-tax.Read more >

Hiring a Skilled Retirement Plan Auditor

For Employee Retirement Income Security Act (ERISA) plan sponsors with more than 100 participants, one of the most important fiduciary duties is to ensure the plan receives a quality and independent annual financial audit.Read more >

Tool Helps Participants Visualize Retirement Goals

An interactive Retirement Wellness Planner from The Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.Read more >

A 2015 Defined Contribution Plan Checklist

Mercer has compiled a list of the top 10 recommended steps defined contribution plan sponsors should take over the next year.Read more >

Ask the Experts Review – Missed RMDs

“I received reports from our plan vendor that appear to indicate several of our 403(b) plan participants who have turned age 70 1/2 and no longer work for us have not received their required minimum distribution. Should I be concerned?”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

Advertising: advertise@strategic-i.com

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