(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 26th, 2019

Fragmented Savings

How can plan sponsors realistically reconcile a pre-retiree’s, or any employee’s, retirement readiness when he has only informed his employer about a portion of his assets? Read more >

IRS Updates FAQs for Adopting a Pre-Appproved Retirement Plan Document

The web page provides information for retirement plan sponsors who have individually designed retirement plan documents but want to adopt a pre-approved prototype or volume submitter plan document. Read more >

GAO Asks for More Guidance on DC Plan Assets Transferred to States

The Government Accountability Office (GAO) has recommended that the IRS consider clarifying whether transfers from employer-based plans to states constitute reportable and taxable distributions and consider modifying its list of permitted reasons for rolling over savings after the 60-day rollover deadline. Read more >
ASK THE EXPERTS
Can 403(b) Assets Be Transferred Into a New 401(k) Plan?
“Are there any circumstances under which a plan sponsor of a 501(c)(3) mon-profit organization can convert a 403(b) plan to a 401(k) and transfer assets from the 403(b) plan to a 401(k)?” Read more >

America Saves Week Promotional Materials Available

The Employee Benefit Research Institute (EBRI) and the American Savings Education Council (ASEC) have announced the availability of promotional materials for America Saves Week, February 15 through March 2. Read more >

AXA Equitable Life Appoints President

AXA Equitable Life has appointed Nick Lane as president, with responsibilities for the company’s Retirement, Wealth Management and Protection Solutions businesses as well as its Marketing and Digital functions. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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