Voices

Opinions | February 5th, 2010

Know What to Expect in Your 403(b) Plan Financial Audit

(PLANSPONSOR (b)lines) - Many sponsors of ERISA-covered, large 403(b) retirement plans will face significant challenges in complying with the new Department of Labor (DoL) requirement to file an...

Opinions | February 4th, 2010

SURVEY SAYS – What’s Your Best and Worst Flick Pick?

February 4, 2010 (PLANSPONSOR.com) – This week we got to see lists that purport to showcase the best (the Oscars) and the worst (the Razzies) in...

Reader Responses | February 4th, 2010

SURVEY SAYS: Clapping for the Colts or Shouting for the Saints?

February 4, 2010 (PLANSPONSOR.com) - Come Sunday, the nation will turn its attention (if not its TV/radio/browser) to - the Super Bowl.

Ask the Experts | February 2nd, 2010

(b)lines Ask the Experts – ETFs in a 403(b) Plan

"Are exchange-traded funds (ETFs) permissible investments in a 403(b) plan?"

Opinions | February 2nd, 2010

When a 403(b) Plan’s Exclusive Relationship with One Vendor Really Isn’t

(PLANSPONSOR (b)lines) - Now that one year has passed since the IRS’ 403(b) regulations became effective, many of the bumps in the road toward compliance have been smoothed...

Opinions | February 1st, 2010

IMHO: Facts in Circumstances

One of the things I have always enjoyed most about this job is the access to information.

Reader Responses | January 28th, 2010

SURVEY SAYS: What's Your Preferred Retirement Initiative?

January 28, 2010 (PLANSPONSOR.com) - The Obama Administration this week renewed its support for a variety of initiatives designed to improve/enhance retirement programs.

Reader Responses | January 28th, 2010

SURVEY SAYS: Will (Did) You Watch the SOTU?

January 28, 2010 (PLANSPONSOR.com) – Since those retirement initiatives looked to be on the agenda, this week I also asked readers if they were planning to...

Ask the Experts | January 26th, 2010

(b)lines Ask the Experts – Waiver of Participation in a 401(a) Plan

January 26, 2010 (PLANSPONSOR (b)lines) – A county government employee does not want to participate in the county's money purchase plan, in which only employer contributions are made.

Reader Responses | January 21st, 2010

SURVEY SAYS: What Are Your Late Night Loyalties?

January 21, 2010 (PLANSPONSOR.com) - Recently NBC decided to drop “The Jay Leno Show.”

Opinions | January 20th, 2010

SURVEY SAYS – What's Next for Health Care Legislation?

January 21, 2010 (PLANSPONSOR.com) - It remains to be seen if last night’s election results in Massachusetts will influence the timing, composition, or passage of health care legislation this...

Ask the Experts | January 19th, 2010

(b)lines Ask the Experts – We Want Our 403(b) Back

January 19, 2010 (PLANSPONSOR (b)lines) – A tax-exempt organization terminated its deferral-only 403(b) plan in 2008 and started a new deferral-only 401(k) plan on January 1, 2009.

Reader Responses | January 14th, 2010

SURVEY SAYS: Do You Feel Better Today than a Year Ago?

January 14, 2010 (PLANSPONSOR.com) - Last week I saw this question posed on Twitter – and I’ve given it a lot of thought since then.

Reader Responses | January 14th, 2010

SURVEY SAYS: Will You Be Working on MLK Day?

January 14, 2010 (PLANSPONSOR.com) - Monday, of course, marks the observance of the birthday of Dr. Martin Luther King Jr.

Ask the Experts | January 12th, 2010

(b)lines Ask the Experts – Are Trusts Required for 403(b)s?

January 12, 2010 (PLANSPONSOR (b)lines) – A plan adviser asks: “Aren’t trusts required for 403(b) plans as they are for other qualified plans, and is the answer different...

Opinions | January 12th, 2010

IMHO: Goals Oriented

As the New Year begins, we are often of a mind to think about making a fresh start.

Opinions | January 6th, 2010

SURVEY SAYS – What’s Your Worst Job?

January 7, 2010 (PLANSPONSOR.com) - Yesterday we reported on what were purported to be the best – and worst jobs – so I asked readers to...

Reader Responses | January 5th, 2010

SURVEY SAYS: What's Your 2010 New Year's Resolution(s)?

January 7, 2010 (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.

Reader Responses | December 30th, 2009

SURVEY SAYS: How Will You Ring in the New Year?

December 31, 2009 (PLANSPONSOR.com) - Tomorrow marks the beginning of a new year.

Ask the Experts | December 29th, 2009

(b)lines Ask the Experts – Replacing a 403(b) with a 401(k)

A plan adviser asks what are the rules, pros and cons of starting up a new 401(k) and freezing 403(b) and 457(b) plans.