(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 5th, 2018

Market Volatility Causing Retirement Savings Concerns

If an additional major drop in the market were to cause an extreme monetary loss, 38% of respondents to an Allianz Life survey do not believe they could rebuild their retirement savings.Read more >

Understanding Roth Conversions

What is an in-plan Roth conversion, and what should plan sponsors consider before implementing the feature?Read more >

Insights: Symbiotic Relationships

For plan sponsors that are passionate about retirement saving outcomes but don’t have the money to increase contributions, there is an opening for innovation.Read more >
Are 415(m) Plans Subject to the Premature Distribution Penalty?
“Are 415(m) plans subject to the 10% premature distribution penalty for early distributions from a retirement plan?”Read more >

Compensation and Benefit Limits Affected by Short Plan Year

If a short plan year is created when a plan is amended, terminates or is newly adopted, proration of the Internal Revenue Code annual compensation dollar limit and limit on DC plan additions will be needed.Read more >

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

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