(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 20th, 2017

Promoting a Tax-Conscious Approach to Retirement Saving

Regardless of how tax policy changes under the new administration and Congress, it will remain crucial for retirement investors to consider the impact taxation will have on lifetime wealth. Read more >

IRS Announces Last Day of Remedial Amendment Period for 403(b)s

When the agency established a pre-approved plan program for 403(b)s, it allowed for a remedial amendment period to retroactively correct plan operational failures. Read more >
ASK THE EXPERTS
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

Provider Communication Rules Scrutinized in DOL Fiduciary FAQ

On the high-level question, “Is every communication with a financial adviser about retirement accounts a fiduciary recommendation?,” DOL answers simply, “No.” Read more >

Pay Gap Means Women Need to Save More for Retirement

The average American woman must save $1.25 for every $1 a man invests in retirement savings to build an equivalent nest egg, a NerdWallet data analysis shows. For every dollar men earn, women in the U.S. make 80 cents on average, according to the latest available data. That wage gap can lead to an even bigger divide down the road when it comes to retirement savings in a 401(k), NerdWallet says. Read more >

myRA a Savings Opportunity for Low-Income Employees

With low start-up and ongoing contribution amounts, myRA could be an option to kickstart savings for low-income workers. Read more >

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

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