Opinions |
IMHO: Goals Oriented
As the New Year begins, we are often of a mind to think about making a fresh start.
Voices
(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 |
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...
SURVEY SAYS: What is Your Favorite Holiday Movie?
December 17, 2009 (PLANSPONSOR.com) - Once again our annual holiday movie poll drew a LOT of passionate interest.
(b)lines Ask the Experts – Plan to Plan Transfers for non-Terminated Employees
December 15, 2009 (PLANSPONSOR (b)lines) – A plan provider says: "There is some confusion as to how plan to plan transfers under final 457(b) and 403(b) regs apply...
SURVEY SAYS: What is Your Most Unusual Workplace Gift Exchange?
December 10, 2009 (PLANSPONSOR.com) - As long as we were on the topic of gift-giving this week, I also asked readers what was the most unusual...
SURVEY SAYS: The Gift That Keeps On Being Given
December 10, 2009 (PLANSPONSOR.com) - More than two-thirds of respondents to an ongoing "USA Today" survey admit they have “regifted” – given a present that was given to...
Ask the Experts – Asset Movement from Deselected 403(b) Vendors
December 8, 2009 (PLANSPONSOR (b)lines) – A plan sponsor discontinued contributions to a legacy vendor in October 2009 after contributions had been made to the vendor in the...
Opinions |
Home Remedies You May not Know
December 8, 2009 (PLANSPONSOR (b)lines) – No doubt you all know at least one unusual home remedy for some common ailment.
Opinions |
A Little (More) Friday File Fun
December 4, 2009 (PLANSPONSOR.com) - They say that a picture is worth a thousand words...
SURVEY SAYS: What Are Your 2009 Office Holiday Party Plans?
December 3, 2009 (PLANSPONSOR.com) - It’s that time of year again – time for the office holiday party.
(b)lines Ask the Experts – Church Plans: Foreign Missionaries
December 1, 2009 (PLANSPONSOR (b)lines) – A plan provider is running into issues with church plans that have "foreign missionaries."
Opinions |
AUL Announces 403(b) Symposium
December 1, 2009 (PLANSPONSOR (b)lines) - AUL Retirement Services said it will host the first of several 403(b) symposium events at the Marriott Hotel Downtown Los Angeles on...