(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 7th, 2015

Insurance Can Play a Part in Retirement Income Planning

“Insurance is where you can really provide a lot more benefit to employees,” says Stephen Locko with ISN Network.Read more >

Sponsored message from MassMutual

Eric Weitsma, SVP of Retirement Services, Sales and Worksite Education with MassMutual discusses Plan Health, Financial Wellness and the Convergence of Benefits with Alison Cooke Mintzer, Editor-in-Chief of PLANSPONSOR.Read more >

Committee Suggests Additional Guidance for 403(b)s

Seven years after Internal Revenue Service (IRS) regulations were implemented, 403(b) plans still have trouble with compliance, according to a report from the Internal Revenue Service (IRS) Advisory Committee on Tax Exempt and Government Entities.Read more >

Tips for Surviving an IRS Plan Audit

An HR director from Vanderbilt University shared tips from her Internal Revenue Service (IRS) 403(b) plan audit experience with attendees of the National Tax-Deferred Savings Association (NTSA) 403(b) Summit.Read more >

Fidelity Offers Fiduciary Services

Fidelity has launched Third-Party Fiduciary Services, a program to help Employee Retirement Income Security Act (ERISA) retirement plan advisers and sponsors with the selection and monitoring of investments.Read more >

Can the 15-Year Catch Up Be Phased Out?

“I just read the June 30th Ask the Experts Column about 15-year catch-up, and had a question about final paragraph of the article. Would not the “phasing out” of a catch up election, where existing users are permitted to exhaust the catch-up but new elections would be prohibited, violate universal availability?”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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