February 24, 2009 (PLANSPONSOR (b)lines) - A plan provider asks: "Can a 403(b) vendor rely on self-certification of a participant that the participant is a former employee eligible...
Those who had been waiting anxiously (or nervously) for that final wave of regulations from the Department of Labor will have (get?) to wait a bit longer, it...
A couple of weeks back, I got an e-mail from Robert Powell, who writes on personal finance for MarketWatch, and he asked an interesting question: specifically, what, in...
January 13, 2009 (PLANSPONSOR (b)lines) - In the past two columns, we've addressed the fiduciary requirements and certain safeguards for ERISA 403(b) plans. This column focuses on the...
January 9, 2008 (PLANSPONSOR.com) - As a Survey Says bonus question this week, I asked readers to weigh in on the big retirement issues that the Obama administration...
January 7, 2009 (PLANSPONSOR.com) - It's a brand new year, and one of the "traditions" associated with a new year is the making of New Year's Resolutions.
My eldest has been carrying a heavier than "recommended" class load this semester, and that - combined with her choice of classes - has meant that she's been...
I wouldn't for a second suggest that the current financial/economic crisis that we are enmeshed in isn't "real," or that the efforts to remedy it thus far aren't...
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...