Voices

“I work for a denominational church entity where ministers can exclude a portion of their compensation from taxable income as parsonage (housing) allowance.

Many current 401(k) engagement strategies ignore those employees who would like to save in a 401(k) but feel as though they can’t.

“We are a 501(c)(3) private tax-exempt hospital that  sponsors a 403(b) plan. We have an employee who has been here for many years whom we are forced to...

Michael Barry, president of the Plan Advisory Services Group, discusses how the accounting measures for multiemployer plans contributed to their current crisis.

Targeted, or personalized, messaging to employees—encouraging employees to save for retirement, to save more or addressing other financial issues they may be facing—has been touted as a way...

“We are a private tax-exempt organization that currently uses a recordkeeper-provided document for its 403(b) plan. The document consists of a generic base plan document, along with an...

“I work for a denominational church plan sponsor. Our plan permits contract exchanges (we have some inactive vendors in the plan to which we permit transfers to the...

Robert C. Merton, Ph.D., and Arun S. Muralidhar, Ph.D., discuss how Standard of Living indexed, Forward-starting, Income-only Securities can address the call for in-plan retirement income solutions.

For the first time in my career, I work for a company that provides both Thanksgiving Day and the day after as paid holidays.

During open enrollment and beyond, employers’ and their advisers’ conversations about engagement in consumer-driven health care needs to change significantly.

A tax reform bill was introduced by the U.S. House of Representatives.

The holidays are coming up.

Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.

“Do the Experts have any Treats for us this Halloween, or only Tricks?”

Though you wouldn’t think of it with all the Christmas decorations already on store shelves, Halloween is tomorrow.

Andrew S. Zito, executive vice president, Retirement Plan Services of the LAMCO Advisory Services, discusses the considerations for helping foreign nationals decide whether to participate in a company’s...

“How do we determine which expenses are appropriate to be reimbursed from plan assets, and which expenses should not be reimbursed?”

Suppose you were taking a vacation to travel across the United States.

“We are a private tax-exempt hospital that sponsors a 457(b) plan for select management or highly compensated employees. Though all participants have been informed of the credit risk...

John Lowell, Atlanta-based partner and actuary for October Three, shares solutions for health care organizations to possibly decrease their PBGC premium payments.