(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...
Voices
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...
(b)lines Ask the Experts – Coverage Amount for Fiduciary Liability Insurance
“I know from a prior Ask the Experts column about the difference between a Fidelity Bond and Fiduciary liability coverage, but I had a question regarding the amount...
SURVEY SAYS: Employees Delaying Retirement
Studies show many retirement plan participants are planning to delay retirement to make sure they don’t outlive their savings.
Opinions |
Key Recent Decisions in Employer Stock Plan Litigation
Corey Rosen, founder of the National Center for Employee Ownership, discusses key rulings in company stock litigation against retirement plan sponsors.
Opinions |
Barry’s Pickings Online: Retirement Policy and the 2017 Election
Congress should stop making retirement policy simply as a way to fund infrastructure spending.
(b)lines Ask the Experts – What Is a Tiered Investment Lineup?
“The recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recommended that we switch to a tiered approach for our investment lineup."
Opinions |
PLANSPONSOR Readers Make a Slight Turnaround About the PPA
A comparison of reader surveys then and now shows a slightly more positive view of the sweeping legislation.
(b)lines Ask the Experts – Excluding Temporary Employees
“I work with a 501(c)(3) tax-exempt that sponsors a 403(b) plan. The entity employs a large number of temporary workers since the entity engages in a lot of...
(b)lines Ask the Experts – Beneficiary Rules for Non-ERISA Church Plans
“We are a denominational church plan that has not elected to be covered by the Employee Retirement Income Security Act (ERISA).
SURVEY SAYS: Obstacles to Saving More for Retirement
Studies show a number of reasons employees give for not saving, or not saving more, for retirement—things like paying off student loans, paying for children’s education expenses, or...
(b)lines Ask the Experts – Are Governmental Plans Free From ERISA-Like Regulations?
“I was surprised to learn in your recent Ask the Experts column that governmental plans are always exempt from the rules of the Employee Retirement Income Security Act...
SURVEY SAYS: Leisure Time
The Bureau of Labor Statistics reports that on an average day in 2015, nearly all Americans age 15 and older (96%) engaged in some sort of leisure activity...
(b)lines Ask the Experts – 457(f) Plans and Proposed Regulations
“Our 403(b) plan recordkeeper informed us that the Internal Revenue Service (IRS) recently released proposed regulations regarding 457(f) plans.”
Opinions |
Barry’s Pickings Online: A Chief Fee Officer?
Michael Barry, president of Plan Advisory Services Group, discusses how a Chief Fee Officer may help DC plans prevent or win litigation.