(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 20th, 2015

Two Weeks Left for Plan Sponsor of the Year Nominations

We are now accepting nominations for the 2016 PLANSPONSOR Plan Sponsor of the Year awards. We are looking for plans of all types—pension, 401(k), 403(b), 457, public DC, etc.—and of all sizes. Nominations close November 4.Read more >

A New Player in the Retirement Industry

Thinking the retirement industry has failed to deliver on its goals, state governments are trying to get into the retirement business.Read more >
Not-for-profit sector retirement plan participants are estimated to replace an average of more than 90% of their pre-retirement income in retirement, according to research from TIAA-CREF’s new Retirement Income Index.Read more >

Insights: Where They Are

In this age of automatic plan features, why try to engage participants?Read more >

Lincoln Introduces Retirement Education Program

As part of National Save for Retirement Week, Lincoln Financial Group has introduced a retirement education and communication program.Read more >

When Hardship Suspensions Start

I realized that, per our retirement plan safe harbor provisions for hardship distributions, elective deferrals from all of our retirement plans are to be suspended for six months following the hardship withdrawal. But what is the specific date that the 6-month suspension period should begin? When the vendor received the hardship distribution paperwork from the employee? When the vendor issues the hardship distribution check? When the employee receives the hardship distribution check?”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 will 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

Advertising: advertise@strategic-i.com

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