(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 1st, 2016

Retirement Savers More Likely to Save for Other Goals

LIMRA claims its research challenges the idea that retirement saving is “crowded out” by other financial goals.Read more >

Plan Sponsors Can Skip Compliance Questions on Form 5500

Once “strongly encouraging” plan sponsors to answer the new questions, the IRS is now telling them to skip them.Read more >
Companies underestimate how much help their employees want or need with retirement planning, according to a survey.Read more >

DOL Plans Research Study About Retirement Strategies

The DOL is “planning to undertake a long-term research study to develop a panel that will track U. S. households over several years in order to collect data and answer important research questions about how retirement planning strategies and decisions evolve over time.”Read more >

Groom Adds Executive Comp Expertise

Dan Hogans, a nationally known executive compensation expert, has joined Groom Law Group as a principal.Read more >

Forcing First-Time RMDs

“Can I force required minimum distributions for nonresponsive participants by the required beginning date for such distributions? I am concerned since a number of participants in our plan have not taken their required minimum distributions; not because they cannot be located, but because they simply refuse to complete the required paperwork, whether via oversight or intentionally.”Read more >

David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

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

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