(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 30th, 2015

Plan Sponsor of the Year Finalists:403(b)

PLANSPONSOR is pleased to announce the finalists for the 2015 PLANSPONSOR Plan Sponsor of the Year award in the 403(b) category.Read more >

Retirement Plan Rollover Basics

There are certain guidelines that must be adhered to when rolling over retirement plan assets to an IRA or another qualified plan.Read more >

Higher Ed. Endowments See Strong 2014 Returns

The 2014 NACUBO-Commonfund Study of Endowments reveals higher education institutions were highly invested in alternatives in fiscal year 2014.Read more >

Senator Hatch Outlines Plans for Retirement Reform

Senate Finance Committee Chairman Orrin Hatch (R-Utah) has formally outlined his hopes and expectations for federal tax reform, including changes to the nation’s employee benefit and retirement regulations.Read more >

IRS Addresses Charter School Concerns

The Internal Revenue Service (IRS) has announced that guidance under consideration about governmental retirement plans would provide that employees of a public charter school may participate in a State or local retirement system if certain conditions are satisfied.Read more >

California Retirement Plan Consultants Combine

QBI, LLC, a provider of administration and consulting services for qualified retirement plans, has announced its acquisition of Strategic Pension Services, Inc., a consultant for design, implementation, administration and compliance of 401(k), profit sharing, 403(b) and other defined contribution retirement plans.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

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