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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...

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...

Opinions | April 13th, 2010

What do the 403(b) Regulations Really Require? – Part II

April 13, 2010 (PLANSPONSOR (b)lines) – In Part I we discussed questions plan sponsors were left asking after passage of the 403(b) regulations in 2007, and provided a...

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Opinions | April 12th, 2010

IMHO: “Safety” First

April 12, 2010 (PLANSPONSOR.com) - Back in February, the Department of Labor and the U.S. Treasury turned to the retirement plan community for some input.

Reader Responses | April 8th, 2010

SURVEY SAYS: Does Your DC Plan Offer a Retirement Income Option?

April 8, 2010 (PLANSPONSOR.com) - The subject of retirement income – perhaps more specifically arranging for sufficient retirement income – is increasingly on our minds.

Reader Responses | April 8th, 2010

SURVEY SAYS: Will You Be Getting a Tax Refund?

April 8, 2010 (PLANSPONSOR.com) - As you are no doubt aware, next week is April 15 – tax filing deadline for many/most of us.

Ask the Experts | April 6th, 2010

(b)lines Ask the Experts – Special Tax Rules for Clergy

April 6, 2010 (PLANSPONSOR (b)lines) – A plan provider says: "If a minister who is 59 ½ (and is in a church 403(b) plan that allows distributions at...

Reader Responses | April 1st, 2010

SURVEY SAYS: When Did You Last Look at Your Account?

April 1, 2010 (PLANSPONSOR.com) - Well, today is the first day of a new quarter, as we bring to a close a quarter – and a...

Reader Responses | April 1st, 2010

SURVEY SAYS: Believe it or Not…

April 1, 2010 (PLANSPONSOR.com) - It’s April Fool’s Day, of course – and on that day it can be difficult at times to figure out whether...

Opinions | March 30th, 2010

IMHO: Court “Case”

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you pay, it’s...

Opinions | March 30th, 2010

What Do the 403(b) Regulations Really Require? – Part I

March 30, 2010 (PLANSPONSOR.com) - Soon after publication of the final 403(b) regulations in 2007, as the marketplace sorted out the requirements, the implications, and the intent of...

Reader Responses | March 25th, 2010

SURVEY SAYS: What Will Health Care "Reform" Mean?

March 25, 2010 (PLANSPONSOR.com) - President Obama has now signed legislation that purports to reform health care (or at least health care insurance).

Ask the Experts | March 23rd, 2010

(b)lines Ask the Experts – Can Existing 403(b) Balances be Converted to a Roth 403(b)?

March 23, 2010 (PLANSPONSOR (b)lines) – A plan sponsor says: "One of my employees has indicated that recently passed legislation would permit her to convert her existing 403(b)...

Opinions | March 22nd, 2010

IMHO: Power Less

Last Saturday night, we returned to a home darkened by a power outage.

Reader Responses | March 18th, 2010

SURVEY SAYS: What's Your 2010 Pool Perspective?

March 18, 2010 (PLANSPONSOR.com) - March is more than half over, but March Madness doesn’t officially begin until today - when the Men’s NCAA Division 1...

Reader Responses | March 18th, 2010

SURVEY SAYS: Were You Wearing Green on St. Patty’s Day?

March 18, 2010 (PLANSPONSOR.com) - Yesterday, of course, was St. Patrick's Day - a day on which it's said that everyone is, at least partially, Irish.

Opinions | March 18th, 2010

IMHO: Afford Abilities

March 18, 2010 (PLANSPONSOR.com) - There are in this--or perhaps any—business certain moments of epiphany that shed light and clarity.

Opinions | March 16th, 2010

K-12 403(b) Plans: Fiduciary Obligations, Fiduciary Responsibilities

March 16, 2010 (PLANSPONSOR (b)lines) – Following the adoption of the final 403(b) regulations that clarify the status of the employer as a "plan sponsor" with responsibilities for...

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Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

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