(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."
Voices
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.
SURVEY SAYS: Health Benefit Costs Affecting Retirement Plans
Employers must balance their benefits budgets, and with health care costs increasing, it may affect decisions regarding retirement plan benefits.
Opinions |
Overcoming Fear! – Part 2
Gary Findlay, former Executive Director of the Missouri State Employees Retirement System (MOSERS), discusses fearmongering regarding public pension plans.
Opinions |
Overcoming Fear! – Part 1
Gary Findlay, former Executive Director of the Missouri State Employees Retirement System (MOSERS), says public pension leaders need to get over their fears and do the right thing.
(b)lines Ask the Experts – Can Governmental 403(b)s Elect to Be ERISA Plans?
A governmental 403(b) plan sponsor attending the non-ERISA 403(b) Update panel at the 2016 PLANSPONSOR National Conference asked a question.
SURVEY SAYS: Political Tensions in the Workplace
This Presidential election season has been rife with controversy.
Opinions |
Women and Retirement Risk: What Should Plan Sponsors Know?
Anna M. Rappaport, FSA, MAAA, a fellow of the Society of Actuaries (SOA) and member of the American Academy of Actuaries, suggests actions to help women better prepare...
(b)lines Ask the Experts – Is A Financial Audit a Good Idea for a Non-ERISA Plan?
"We are a governmental 403(b) plan sponsor.
SURVEY SAYS: Favorite Smartphone Apps
“There’s an app for that,” seems true for almost everything.
Opinions |
Reductions in Multiemployer Plan Withdrawal Liability Possible
Rehabilitation plan surcharges and contribution rate increases can be excluded from withdrawal liability installment payment calculations.
(b)lines Ask the Experts – When Is a Loan Considered to Be in Default?
“I noticed that you have written a number of Ask the Experts columns regarding loan defaults, but none of those Q&As appear to answer a basic question that...