SURVEY SAYS: Trump Presidency Effect on Benefits
Donald Trump was elected America’s 45th president.
Voices
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...
(b)lines Ask the Experts – Changes to Consider As Plan Size Grows
“I work for a rapidly-growing nonprofit that just two years ago had a handful of employees; now, we have more than 100. We have sponsored an Employee Retirement...
SURVEY SAYS: Birth Order and Career Success
Studies indicate that first-born children and only children tend to be more successful in their careers than middle children or the last-born.
(b)lines Ask the Experts – Will Deferral Limits Rise for 2017?
“I’ve already read some estimates that the current 402(g) limit on retirement plan elective deferrals will rise $500 in 2017, to $18,500, while the age-50 catch-up will remain...
Opinions |
Viability: Connecting Employers with Employees
Viability from MassMutual shows employers—chief financial officers (CFOs) in particular—the value of promoting employee retirement readiness.
(b)lines Ask the Experts – Are SPDs Needed for 457(b) Plans?
“I work for a large museum that sponsors multiple retirement plans.
SURVEY SAYS: Things Forgotten for College
Last week, I revived a SURVEY SAYS we asked back in 2011 that was actually requested by a reader sending a child off to college for the first...