SURVEY SAYS: Leaving Time Off on the Table
Our team has been scrambling to put in the last of our PTO days for this year.
Voices
Opinions |
Barry’s Pickings Online: Auto IRA – Not Dead Yet
Michael Barry discusses why he thinks automatic IRA legislation still has a chance to be passed.
(b)lines Ask the Experts – Roth Conversion Without Qualifying for Distribution
“I am a participant in a 403(b) plan.
(b)lines Ask the Experts – 415 Limit When Sponsoring Both a 401(a) and 403(b)
“We are a private tax-exempt hospital that sponsors a 401(a) and a 403(b) plan, both of which are subject to the Employee Retirement Income Security Act (ERISA).
SURVEY SAYS: Additional Time Needed in a Day
There’s often not enough time in the day to get everything we want or need to get done, or to get enough sleep.
(b)lines Ask the Experts – How Would the 415 Annual Additions Limit Be Met?
“I noticed that, though the elective deferral limits for retirement plans did not increase for 2017, the 415 dollar limit on combined employer/employee contributions did , from $53,000...
SURVEY SAYS: Trump Presidency Effect on Benefits
Donald Trump was elected America’s 45th president.
Opinions |
Barry’s Pickings Online – Post-Election Thoughts
Will the Trump administration repeal the DOL’s fiduciary rule, and is comprehensive tax reform possible?
(b)lines Ask the Experts – Eligibility After Move From Union to Non-Union Employee
“We sponsor an Employee Retirement Income Security Act (ERISA) 403(b) plan that excludes collectively bargained employees from the right to receive employer contributions, though they are permitted to...
SURVEY SAYS: Happy at Work
We recently covered research that explored the factors that contribute to employees being happy at work.
(b)lines Ask the Experts – Why Would a Church Plan Elect ERISA Coverage?
“I am an adviser who works with church plans, and am thus familiar with the phrase “non-electing” church plan as not electing Employee Retirement Income Security Act (ERISA)...
Opinions |
Barry’s Pickings Online: Intimations of Mortality
Michael Barry questions whether there is a lack of commitment to Social Security as a social insurance system, but rather a desire to use the opportunity presented by...
(b)lines Ask the Experts – Stable Value Funds Versus Separate Accounts
“I recently started working in the benefits office of a large health care organization.
(b)lines Ask the Experts – Can a 403(a) Plan Be Merged With a 403(b)?
“Can 403(a) plans be merged into 403(b) plans or can they only be merged into other 403(a) plans?”
(b)lines Ask the Experts – Form 5500 Filing Tips
“We are preparing to file or 2015 Form 5500s for our ERISA retirement plans? Any last-minute filing tips from the Experts?”
SURVEY SAYS: One Music Choice
Last week, I asked NewsDash readers, “If you could listen to ONLY ONE type of music for one full year, which would you choose?”
SURVEY SAYS: Benchmarking and Provider Changes
For fiduciary reasons, it is recommended that retirement plan sponsors benchmark their providers every three to five years by issuing a request for proposals (RFP) or a request...
(b)lines Ask the Experts – Can CITs Be Used in 403(b)s?
“I read your Ask the Experts regarding exchange-traded funds (ETFs) and 403(b) plans, but what about collective investment trusts? Are they permissible investments in 403(b) plans?”
Opinions |
Barry’s Pickings Online: No More Happy Talk
It’s time to face the reality that saving for retirement is tough, and policies need to address the fact that the cost of saving for retirement is higher...