SURVEY SAYS: Adequately Saving for Retirement
We’ve covered a couple of surveys recently that found around half of people feel they are adequately saving for retirement.
Voices
(b)lines Ask the Experts – Failing to Start Mandatory Contributions
“We are a governmental entity with a '401(a) governmental defined contribution plan,'—it is not a 401(k) plan.
SURVEY SAYS: Annoying Co-Worker Actions
Most of us spend more time with our co-workers than with family or friends.
SURVEY SAYS: Funniest Super Bowl Commercial
Some people who watch the Super Bowl look forward mostly to the commercials.
(b)lines Ask the Experts – Moving to Limit Loans
“Our plan currently allows for unlimited loans from a participant’s entire account balance.
(b)lines Ask the Experts – Calculating 15-Year Catch-Up Elections
“I am attempting to calculate the 15-year catch-up election for a participant in our 403(b) plan.
Opinions |
Barry’s Pickings Online: Let’s Start with Your Best Price
When a lawyer can prove that a plan fiduciary paid more for the identical service that some other fiduciary paid less for, that first fiduciary gets sued.
(b)lines Ask the Experts – 300 and Counting!
Recently, Ask the Experts passed a notable milestone, as the 300th Q&A was published.
SURVEY SAYS: Pulling for the Panthers or Betting on the Broncos?
The Carolina Panthers and the Denver Broncos will compete in Super Bowl 50 on February 7.
(b)lines Ask the Experts – Issues with Recordkeeper Transitions
“We are changing recordkeepers for our Employee Retirement Income Security Act (ERISA) 403(b) plan and have been informed that there will be a ‘blackout’ period where the participants...
SURVEY SAYS: Thoughts About “Best Picture” Nominees
The nominations for the Oscars were announced January 14.
(b)lines Ask the Experts – What’s in Year-End Legislation for 403(b)s?
“Will any of the 2015 year-end legislation that was passed have an effect on my retirement plan?”
Opinions |
Barry’s Pickings: The Punishment of the Innocent
Will litigation discourage innovation in DC plan investing?
SURVEY SAYS: Retirement Plan Mobile Technology
Retirement plan providers are continuing to expand access to plan data on mobile devices, and some are allowing participants to complete transactions through a mobile device.
(b)lines Ask the Experts – Is the Form 5500 Extension Deadline Extended?
“I heard that there was an additional month added to the extended deadline for Form 5500 filings, so that calendar year returns are now due November 15th instead...
(b)lines Ask the Experts – Can SPDs Be Provided for Church Plans?
“I recently commenced employment at a church plan sponsor, and noticed that a Summary Plan Description (SPD) is not...
SURVEY SAYS: Favorite Holiday Movie 2015
Last year, I asked NewsDash readers what was their favorite holiday song.
(b)lines Ask the Experts – Are 403(b) Accounts Insured?
“Are 403(b) accounts insured in a manner similar to checking and savings accounts? Or is there some other type of insurance?”