Opinions

December 2, 2008 (PLANSPONSOR (b)lines) - In our last column, we looked at the duties of fiduciaries in 403(b) plans that are subject to ERISA. Here we'll examine...

December 2, 2008 (PLANSPONSOR (b)lines) - A plan provider asks: "Does the plan have to comply with the written plan document requirement if it is terminated prior to...

Thanksgiving has been called a "uniquely American" holiday, and while that is perhaps something of an overstatement, it is unquestionably a special holiday, and one on which it...

November 18, 2008 (PLANSPONSOR.com) - As the January 1 deadline for 403(b) compliance draws near, we have received a multitude of questions on a variety of issues. Some...

November 18, 2008 (PLANSPONSOR (b)lines) - Non-governmental tax-exempt entities have a choice - their 403(b) plans (or arrangements, as some would have it) can be subject to ERISA…or...

Regardless of age, regular exercise is important.

On Tuesday, the nation will go to the polls (those who haven't voted early or absentee, anyway) and make a decision that has obsessed political junkies and pollsters...

October 29, 2008 (PLANSPONSOR.com) - A couple of weeks ago, I asked NewsDash readers about their oddest job(s).

They say that desperate times call for desperate measures.

My September 30 statement arrived on Friday. No, I didn't look at it.

October 21, 2008 (PLANSPONSOR (b)lines) - A plan adviser asks: "What exactly are the requirements for a church plan that has an employer match? Do they need a...

The recent market tumult has hit Main Street in its retirement pocketbook—and some are once again fretting about their "201(k)s."

For most 401(k) plan participants, this has been a good quarter—to lose your statement.

October 7, 2008 (PLANSPONSOR (b)lines) - In Part III (September 2, 2008), we talked about the 403(b) non-discrimination rule applicable to employee deferrals - referred to as the...

With the first Presidential debate still ringing in our ears, the first Vice-Presidential debate just hours away, and Congress - well, let's say just it's pretty obvious this...

One of my favorite quotations is George Santayana's, "Those who cannot remember the past are doomed to repeat it."

It was an interesting week, to say the least—all the more so since I spent it surrounded by financial advisers.

September 16, 2008 (PLANSPONSOR (b)lines) - A plan provider asks: "A nonprofit organization, on the same date terminates its DB plan, initiates a 401k plan, and stops participant...

September 16, 2008 (PLANSPONSOR (b)lines) - In the race to meet upcoming 403(b) regulations, sponsors have to clear a number of hurdles. By now you've probably overcome the...

September 2, 2008 (PLANSPONSOR (b)lines) - A plan provider asks: "Assuming the requirements under 404(c) are met, is 404(c) protection available to 403(b) plan sponsors? If so, does...