(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 15th, 2015

$24B in Match Dollars Left Unclaimed

Money left on the table creates an opportunity for plan sponsors to send a clear message to their plan participants: Don’t walk away from the employer match.Read more >

Church Plan Case Reaches Settlement

The settlement agreement provides for the retirement plan sponsor to offer Employee Retirement Income Security Act (ERISA)-like protections for its church plan.Read more >

Experts Say Hardship Self-Certification Was Never Allowed

Some industry groups and providers say a recent Internal Revenue Service (IRS) publication about documentation required for hardship withdrawals goes against prior guidance, but experts at the ASPPA Virtual Conference disagree.Read more >

Fiduciary Rule Could Have Unintended Consequences

The proposed conflicted investment advice rule from the Department of Labor (DOL), though designed to protect Employee Retirement Income Security Act (ERISA)-governed retirement plan and IRA participants, may actually hurt them, according to experts at the ASPPA Virtual Conference.Read more >

Positive Attitude Key to Delay Feeling Old

The 10th annual UnitedHealthcare 100@100 survey finds that 60% of Centenarians say they do not feel old—and those who do, say they did not start feeling old until age 87, on average.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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