Voices

March 25, 2009 (PLANSPONSOR.com) - Recently I was having breakfast with a former colleague (and former boss).

March 24, 2009 (PLANSPONSOR (b)lines) - Can pre-tax 403(b) accounts be rolled over into a new plan as Roth after-tax deferrals?

March 18, 2009 (PLANSPONSOR.com) - March is more than half over, but March Madness doesn't officially begin until tomorrow when the Men's NCAA Division 1 basketball tournament gets...

I saw an interesting event headline the other day. It said simply, "Trust is an economic stimulus package."

March 17, 2009 (PLANSPONSOR (b)lines) - Feature articles discussing 403(b) plan terminations and Form 5500 filing requirements led to a number of reader questions on the issues. David...

March 17, 2009 (PLANSPONSOR (b)lines) - 403(b) plans, excluding plans sponsored by churches, have been subject to nondiscrimination rules - limitations on the extent to which contributions might...

March 12, 2009 (PLANSPONSOR.com) - To say that the past several weeks (months?) have taken a toll on retirement plan portfolios is perhaps the understatement of 2009 (though...

March 10, 2009 (PLANSPONSOR (b)lines) - With all of the confusion, complexity, and costs that will have to be absorbed by sponsors with multi vendor plans due to...

March 10, 2009 (PLANSPONSOR (b)lines) - Following the March 3 (b)lines article discussing new Form 5500 and audit requirements, a reader asked if those requirements also apply to...

A couple of months ago, I started getting e-mails from readers curious about the announcements of plans reducing and/or suspending their matching contributions.

March 6, 2009 (PLANSPONSOR.com) - Believe it or not, most of us will "lose" an hour this weekend.

March 5, 2009 (PLANSPONSOR.com) - As a number of you have pointed out over the past several weeks, it's gotten to the point where every day seems to...

March 5, 2009 (PLANSPONSOR.com) - There's little question in my mind that we need to continue to report on situations where these matching contributions are being suspended

March 3, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "If a plan sponsor wants to terminate its existing 403(b) plan and start a new one, does it...

March 3, 2009 (PLANSPONSOR (b)lines) - Beginning with the 2009 plan year, 403(b) plans that are subject to Title I of ERISA, and have 100 or more eligible...

February 26, 2009 (PLANSPONSOR.com) - While it wasn't an official State of the Union - and, with all that's been going on with the economy, it's not like...

February 25, 2009 (PLANSPONSOR.com) - For most of the jobs in my career, I've had a job description.

February 24, 2009 (PLANSPONSOR (b)lines) - A plan provider asks: "Can a 403(b) vendor rely on self-certification of a participant that the participant is a former employee eligible...

I've spent most of my life, certainly my adult life, confident that Americans, certainly in large part, are reasonable and rational.

February 20, 2009 (PLANSPONSOR.com - An "unannounced" bonus question this week had to do with the Oscar nominations - for the Oscars that will be handed out Sunday...