Voices

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.

“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine has stated that there are some questions on...

“I am new to the 403(b) world, having come from the 401(k) arena. I am quite familiar with mutual funds, but can the Experts explain what exactly is...

Ultimately, a true revolution in financial fitness requires a “triple play”—that is, a combined approach between governments, employers and employees.

We have written many articles about how employees are struggling with basic financial wellness, such as budgeting, debt and emergency savings.

Michael Barry, president of the Plan Advisory Services Group, discusses what is at stake for retirement savings in tax reform.

“I work for a denominational church plan sponsor who maintains a 403(b) plan. We have a clergy member who has NOT taken a vow of poverty, but who...

My Dad’s dream was to retire back in the remote mountain town in which he grew up. He did, but was an hour away from health care when...

“I have a question regarding the ‘cure’ period after which a retirement plan loan would go into default in relation to a military leave of absence.

It seems that many adults are struggling with basic finances—budgeting, paying off debt and saving.

“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older than 70 ½, that they would need to...