(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 9th, 2015

Financial Distraction Confuses Benefits Decisions

Four in 10 Americans admit knowing little or nothing about their employee benefits, according to the 2015 MassMutual Employee Benefits Security Study.Read more >

Health Care in Retirement Will Cost How Much?

For many, generating $250,000 in savings seems like quite a far off dream, but Fidelity’s Retirement Health Care Cost Estimate study now projects Americans will need just about that much to pay for health care in retirement.Read more >

Evolution of DC Plans

NEPC partner and researcher looks back at a decade of defined contribution plan evolution.Read more >
“Several of our long-service professors have contacted us inquiring about the possibility of amending our 401(a) plan to permit minimum required distributions (MRDs) from the 401(a) plan while still employed. Can we amend our 401(a) plan to permit in-service MRDs at age 70 ½?” Read more >

Pre-Approved Plans Among IRS 2016 Priorities

The Employee Plans unit will be issuing more compliance checks and reviewing submissions for pre-approved plan documents.Read more >

Retirement Planning Added to Benefits Engagement Solutions

Navera’s new module provides employees a personally relevant experience to help them make smart financial decisions regarding their 40l(k) or 403(b) options.Read more >

Is Your Dog Your Soul Mate?

A survey suggests people tend to choose dogs that act like them.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

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