(b)lines Ask the Experts – ETFs in a 403(b) Plan
"Are exchange-traded funds (ETFs) permissible investments in a 403(b) plan?"
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Opinions |
IMHO: Facts in Circumstances
One of the things I have always enjoyed most about this job is the access to information.
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.
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...
(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.
SURVEY SAYS: What Are Your Late Night Loyalties?
January 21, 2010 (PLANSPONSOR.com) - Recently NBC decided to drop “The Jay Leno Show.”
Opinions |
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...
(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.
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.
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.
(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 |
IMHO: Goals Oriented
As the New Year begins, we are often of a mind to think about making a fresh start.
Opinions |
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...
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.
SURVEY SAYS: How Will You Ring in the New Year?
December 31, 2009 (PLANSPONSOR.com) - Tomorrow marks the beginning of a new year.
Opinions |
Rules that Could Adversely Affect Non-discrimination Testing
A Mercer news release warns that non-profit plan sponsors affected by the IRS’ adoption of new controlled-group rules or repeal of long-standing safe harbor rules (under IRS Notice...
(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.
Opinions |
IMHO: Health “Care”
Like most Americans who have health insurance (and most do), I’m reasonably happy with what I already have.
SURVEY SAYS: What Would You Like From Santa This Year?
December 23, 2009 (PLANSPONSOR.com) - Realizing that many readers would be out – or at least “preoccupied” this week, last week I asked readers what their...
(b)lines Ask the Experts – Church 457(b) Plans
December 22, 2009 (PLANSPONSOR (b)lines) – A plan provider notes: "If a nonelecting church, non-ERISA 414(e) organization sponsors an eligible 457(b) plan, it appears that this plan can...