Voices

My eldest son works four 10-hour days rather than five 8-hour days per week.

Thomas White, partner at Rimon Law, discusses how plan sponsors should consider ESG investments following the DOL’s latest guidance.

“I used to work for a private tax-exempt organization, but I recently took a job with a public university. In the 457(b) plan that it sponsors, all employees...

“I have heard that a Roth 403(b) can actually help participants maximize their after-tax retirement benefit. If this is true, can the Experts assist me with the math...

Summer is almost officially here.

“Are 415(m) plans subject to the 10% premature distribution penalty for early distributions from a retirement plan?”

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, discusses how the Securities and Exchange Commission’s (SEC)’s broker/investment adviser standard-of-conduct proposal would be necessary to the...

We recently covered a survey which found 15% of workers say they have argued with a coworker about office temperature.

Managing risk factors for the interface between a plan sponsor’s payroll system and retirement plan recordkeeping system can avoid some very costly errors.

Data shows the majority of retirement plan sponsors have implemented what many call “best practices” for their retirement programs, but there are still some underutilized features that could...

“I have been reading a lot about missing retirement plan participants lately. If our plan has any, should I be concerned about locating them? If so, what steps...

In March, the Retirement Enhancement and Savings Act of 2018 (RESA) was introduced in the U.S. Senate. If passed, the bill would reintroduce the pooled employer plan (PEP)—also...

Mom’s are good at offering words of wisdom, advice or comfort—from the clichéd ones all moms use to more personal ones that come from experience.

“A church has an existing 403(b) plan with one insurance company providing the investment options.

Michael Barry, president of the Plan Advisory Services Group, delves into fee litigation assumptions—and what is wrong with them.

“I administer an Employee Retirement Income Security Act (ERISA) 403(b) retirement plan, and our plan provides for early retirement distributions in the event of disability. I was just...

Sometimes I take stay-cations, staying at home to get things done, while other times, I take vacation to visit with family or to actually go to a place...

“We currently sponsor an Employee Retirement Income Security Act (ERISA) 403(b) plan where all contributions are 100% vested. However we are contemplating amending the plan to install a...

More than a decade ago, when my youngest son went to the prom at his high school, I realized how much more expensive it was to attend the...

“It is my understanding that retirement plans under the Employee Retirement Income Security Act (ERISA) are required to keep documents necessary to determine benefits as long as needed...