(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 12th, 2015

Employees Want More Active Retirement Plan Sponsors

A new report from Northern Trust finds employees favor companies playing an active role in their retirement plans.Read more >

All Age Groups May Have Misguided Retirement Ideas

On average, workers of all ages estimate that they will need $1 million of savings to feel financially comfortable in retirement, according to the 16th Annual Retirement Survey from the Transamerica Center for Retirement Studies.Read more >

Continued Financial Education Improves Savings Behaviors

An analysis finds repeated use of financial wellness resources improves retirement savings behaviors.Read more >

403(b) Provider Issues

Until January 1, 2009, Internal Revenue Service (IRS) rules allowed 403(b) participants to choose their own plan provider. For sponsors of 403(b) retirement plans, this has left a legacy of grappling with how to handle information sharing among multiple providers.Read more >

Proposed Wellness Rules Leave Questions Unanswered

A proposal from the Equal Employment Opportunity Commission (EEOC) did not address all the issues between employer wellness programs and the Americans with Disabilities Act (ADA).Read more >

Courts Split on Definition of Church Plan

The U.S. District Court for the District of Maryland has issued an order granting partial dismissal of claims against Trinity Health Corporation challenging the “church plan” status of its retirement plan for employees.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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