Opinions

April 21, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "Will the Form 5500 audit/opinion letter rules apply to 403(b) plans like 401(k) plans?"

April 16, 2009 (PLANSPONSOR.com) - Well, it's come - and gone - again; the deadline for those who owe taxes to postmark those filings with the Internal Revenue...

April 16, 2009 (PLANSPONSOR.com) - There have been LOTS of surveys/reports on retirement confidence this week - and yes, they all pretty much indicate that there's less confidence...

April 14, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "A not-for-profit entity has a defined contribution Code section 401(a) plan (e.g., a profit sharing plan) that receives...

Last week, I attended a media briefing sponsored by BGI titled "Restoring Confidence: Saving the Future of Retirement."

April 9, 2009 (PLANSPONSOR.com) - I've recently been experimenting with "twitter".

Those who try to figure out when certain trends reach a tipping point—who try to figure out when things have crested, the beginning of the end of the...

April 7, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "An employer sponsors an ERISA 403(b) plan that is funded with individual annuity contracts. These individual annuity contracts...

April 7, 2009 (PLANSPONSOR (b)lines) - One of the most significant changes made to 403(b) plans in the final 403(b) regulations is the written plan requirement.

April 2, 2009 (PLANSPONSOR.com) - Well, it's April Fool's Day (in case you've forgotten) - a day on which pranksters are "out" in force - perhaps even some...

March 31, 2009 (PLANSPONSOR (b)lines) - On top of the challenges associated with complying with new IRS 403(b) regulations, sponsors can look forward to increased audit activity by...

As if retirement savers didn't have enough problems, last week Fidelity Investments reminded us how much money we're going to need for health care.

March 25, 2009 (PLANSPONSOR.com) - Recently I was having breakfast with a former colleague (and former boss).

Like many, perhaps most, Americans I have viewed the unraveling "Bonusgate" scandal with a mixture of disgust and incredulity.

March 24, 2009 (PLANSPONSOR (b)lines) - Can pre-tax 403(b) accounts be rolled over into a new plan as Roth after-tax deferrals?

I saw an interesting event headline the other day. It said simply, "Trust is an economic stimulus package."

March 17, 2009 (PLANSPONSOR (b)lines) - Feature articles discussing 403(b) plan terminations and Form 5500 filing requirements led to a number of reader questions on the issues. David...

March 17, 2009 (PLANSPONSOR (b)lines) - 403(b) plans, excluding plans sponsored by churches, have been subject to nondiscrimination rules - limitations on the extent to which contributions might...

March 12, 2009 (PLANSPONSOR.com) - To say that the past several weeks (months?) have taken a toll on retirement plan portfolios is perhaps the understatement of 2009 (though...

March 10, 2009 (PLANSPONSOR (b)lines) - With all of the confusion, complexity, and costs that will have to be absorbed by sponsors with multi vendor plans due to...