(b)lines Ask the Experts – What Is a Settlor Expense?
“We recently submitted an expense to our recordkeeper for reimbursement from plan assets for the retirement plan that we sponsor.
Voices
SURVEY SAYS: Burning Bridges
A familiar saying is “Don’t burn any bridges,” but sometimes emotions get in the way and make it hard.
Opinions |
Barry’s Pickings Online: Retirement Savings Tax Policy
How will Presidential candidate proposals affect the DC plan tax deal?
(b)lines Ask the Experts – Forcing First-Time RMDs
“Can I force required minimum distributions for nonresponsive participants by the required beginning date for such distributions?
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.
(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.