(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 6th, 2015

Few Have Taken Steps to Secure Lifetime Income

Eighty-four percent of Americans want a guaranteed monthly paycheck in retirement, but only 14% have taken steps to ensure lifetime income with the purchase of an annuity, according to the TIAA-CREF 2015 Lifetime Income Survey.Read more >

Bene Designation Forms Not Governing Plan Documents

A federal appellate court found that beneficiary designation forms were not ‘plan documents’ governing a plan administrator’s award of benefits upon a retirement plan participant’s death.Read more >

IRS Shares Tips for Avoiding Form 5500 Scrutiny

The IRS revealed Form 5500 errors it found during various compliance projects, which could cause a plan to be selected for a compliance check.Read more >

Cap on Savings Raises Industry Hackles

Several advocacy organizations expressed disapproval at the idea in President Obama’s proposed budget to limit the amount savers may stash, pre-tax, in retirement accounts.Read more >

ERISApedia Provides ERISA Answers

The website ERISApedia.com provides answers to common questions asked by retirement plan sponsors and service providers.Read more >

Northwest Plan Services Expands on Both Coasts

Independent retirement plan provider Northwest Plan Services expands its business and services with the acquisition of CDM Retirement Consultants.Read more >

No Limit to What Can Derail Worker Punctuality

CareerBuilder’s annual survey about worker tardiness never fails to deliver some bizarre excuses.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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