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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...

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...

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.,...

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.

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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...

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...

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...

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).

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