(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 1st, 2015

Asset Managers Addressing Sponsor’s Fiduciary Focus

A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market.Read more >

Avoiding Common Mistakes: Loans and Hardships

How to avoid errors with participant loans or hardship withdrawals.Read more >
There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some say they should strike a balance between old and new. Read more >

IRS Issues Guidelines for Certain Charities’ Pensions

The Internal Revenue Service (IRS) has issued guidance about certain issues relating to the Cooperative and Small Employer Charity Pension Flexibility Act (CSEC Act), which specifies minimum funding requirements and related rules that apply with respect to certain defined benefit pension plans maintained by groups of cooperatives and related entities and groups of charities.Read more >

Understanding the IRS Employee Plans Compliance Unit

Compliance checks allow the Internal Revenue Service (IRS) Employee Plans Compliance Unit (EPCU) to contact a greater number of plan sponsors than to do actual audits.Read more >

Education Campaign Focuses on Financial Wellness

The Plan Sponsor Council of America (PSCA) has prepared resources retirement plan sponsors may use for a plan participant educational campaign corresponding with 401(k)/403(b) Day.Read more >

Best Response to Participants About the Market

“As the market has experienced a downturn, I am fielding calls from our 403(b) plan participants regarding their retirement plan exposure to the stock market. Are there any best practice recommendations as to how I should respond to such inquiries?”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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