(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 27th, 2018

SBCA Finds Potential Problem With Reintroduced RESA Legislation

Section 501 of the Retirement Enhancement and Savings Act would give non-spouse beneficiaries five years to take distributions of inherited accounts over $450,000 before they would be taxed. Read more >

Pre-Retirees Seemingly Unaware of What Market Volatility Can Do to Savings

Nearly six in ten pre-retirees and 32% of retirees describe their primary investment strategy as focused on either “aggressive growth” or “moderate growth;” a MassMutual survey finds. Read more >

More DC Plan Sponsors Offering Roth Accounts to Participants

PSCA Executive Director Jack Towarnicky outlines scenarios for which Roth accounts could be beneficial for defined contribution plan participants. Read more >
Rules for Vesting Schedules Shorter Than Maximum Permissible
“I read your Ask the Experts last year on the maximum permissible vesting schedules for a defined contribution retirement plan. But what if I don’t use the maximum vesting schedules for employer contributions (three year cliff or six-year graded)? What other restrictions apply?” Read more >

Gen X Needs Retirement Planning Help

The top three retirement risks Gen Xers are most concerned about are changes to Social Security, high health care costs and running out of money. Read more >

Empower Adds Account Aggregation Capabilities to Retirement Planning Platform

Data services supplied by Quovo will enable Empower to further provide participants with a comprehensive view of all their financial accounts from a variety of outside institutions. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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