Voices

Opinions | May 11th, 2010

The Big 403(b) Opportunity for Financial Professionals: Small Plans

May 11, 2010 - 403(b) plan sponsors have had their hands full. Regulatory changes in the final 403(b) regulations from the Treasury Department and new Form 5500 and...

Opinions | May 11th, 2010

What If Your Group Health Plan Discriminates in Favor of HCEs?

May 11, 2010 (PLANSPONSOR.com) - Plan sponsors have lots of issues to deal with—but perhaps none looms quite so large these days as getting a handle on what they...

Opinions | May 10th, 2010

IMHO: Grecian 'Formula'

While the markets were in an apparent freefall last week, I could hear former Treasury Secretary Hank Paulsen on the TV in the next room...

Opinions | May 6th, 2010

IMHO: Why Bother?

May 06, 2010 (PLANSPONSOR.com) - Here’s a question to ask yourself: “Why do you offer a 401(k) plan?”

Reader Responses | May 6th, 2010

SURVEY SAYS: Who's Your Favorite Fictional Mom?

May 5, 2010 (PLANSPONSOR.com) - Sunday, of course, is Mother’s Day.

Reader Responses | May 6th, 2010

SURVEY SAYS: What’s Your Can’t Miss TV Program?

May 6, 2010 (PLANSPONSOR.com) - The clock is getting ready to run out on “24”, “Lost” is (finally) ready to find itself at an end,...

Opinions | May 4th, 2010

If a Dependent Child’s Coverage Doesn’t Meet Tax Code Requirements, Does Imputed Income Result?

May 4, 2010 (PLANSPONSOR.com) - Plan sponsors have lots of issues to deal with - but perhaps none looms quite so large these days as getting...

Reader Responses | April 30th, 2010

SURVEY SAYS: Do You Have a Resume Sore Spot?

April 30, 2010 (PLANSPONSOR.com) - Last week we asked about YOUR resume – this week – and at the suggestion of a reader - I’d like you...

Reader Responses | April 30th, 2010

SURVEY SAYS: What’s The Weirdest Thing You’ve Seen on a Resume?

April 30, 2010 (PLANSPONSOR.com) – This week I asked readers what was the weirdest thing they had ever seen on a resume.

Opinions | April 27th, 2010

IMHO: Cynic’s “Cull”

April 27, 2010 (PLANSPONSOR.com) - I have always taken seriously the notion that news and information should be presented “straight”, and without commentary.

Opinions | April 27th, 2010

What is a Grandfathered Plan?

April 27, 2010 (PLANSPONSOR.com) - Plan sponsors have lots of issues to deal with - but perhaps none looms quite so large these days as getting a handle...

Ask the Experts | April 27th, 2010

(b)lines Ask the Experts – Who Counts as a Participant

April 27, 2010 (PLANSPONSOR (b)lines) – “Who should I be counting as a participant for the new requirement that large 403(b) plans obtain an independent accountant's opinion (i.e.,...

Opinions | April 27th, 2010

Simplifying Plan Administration: A Concise Guide to Meeting Fiduciary and Compliance Responsibilities

April 27, 2010 (PLANSPONSOR (b)lines) – Sponsors of 403(b) plans...

Reader Responses | April 22nd, 2010

SURVEY SAYS: When Did You Last Update Your Resume?

April 22, 2010 (PLANSPONSOR.com) - I was commenting to a friend recently about something I heard years ago that your resume should always be current...

Reader Responses | April 22nd, 2010

SURVEY SAYS: Something Missing From Your Resume?

April 22, 2010 (PLANSPONSOR.com) – Putting together just the right information on a resume can be a challenging proposition.

Opinions | April 20th, 2010

What Do Plan Sponsors Need to Be Worried About Within the Next Year Under PPACA?

April 20, 2010 (PLANSPONSOR.com) - Plan sponsors have lots of issues to deal with - but perhaps none looms quite so large these days as getting...

Ask the Experts | April 20th, 2010

(b)lines Ask the Experts – $5,000 Cash Out Rule and Individual Contracts

April 20, 2010 (PLANSPONSOR (b)lines) – A plan provider asks: “When a plan is funded by individual contracts, can a plan document impose the $5,000 small-sum cash out rule?”

Opinions | April 19th, 2010

IMHO: “Out” Spoken

As I noted last week, about two months ago, the Department of Labor asked the public for some insights on retirement income via a request for information,...

Ask the Experts | April 13th, 2010

(b)lines Ask the Experts – Distribution Restrictions Following Exchanges

April 13, 2010 (PLANSPONSOR (b)lines) – A plan provider says: “A 403(b)(7) plan has employer matching and employer non-elective contributions in addition to elective deferral contributions. The plan...

Opinions | April 13th, 2010

403(b) Webcast Series – What Retirement Reform Means for Your 403(b) Program

April 13, 2010 (PLANSPONSOR.com) – Doug Fisher, Senior Vice President, Policy Development, Fidelity, says many of the policy issues, especially around benefit security and coverage, that drove health...

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