Opinions |
Barry’s Pickings Online: DB/PBGC endgame
What happens when premium increases break the current system?
Voices
SURVEY SAYS: How Much Change Would You Pick Up?
Looking at past SURVEY SAYS, I came across one that reminded me of a funny story.
Opinions |
The Next Evolution of 401(k) Plans
Advances in technology now enable employers to provide a retirement savings road map for each participant by leveraging managed accounts as the QDIA with the help of their...
SURVEY SAYS: Shopping During the Thanksgiving Holiday Weekend
There has been much controversy in the news about stores opening for shoppers on Thanksgiving, but a recent survey indicates more people plan to shop that day than...
Opinions |
DOL Reversal on ESG Investing Catches Up to the Markets
Previous DOL rules placed improper obstacles between fiduciaries and their legal obligation to serve the best interests of their participants and beneficiaries.
(b)lines Ask the Experts – Correction for Mandatory Contribution Failures
“Our 403(b) plan has an employee mandatory contribution feature that is a condition of employment.
SURVEY SAYS: How You Spend Your Commute
Commuting from work can range from a few minutes to a few hours, and can include driving, riding, biking or walking. Whatever your commute is like, you are...
(b)lines Ask the Experts – Employee Concerns About Eliminating the 15-Year Catch-Up
“As discussed in your recent Ask the Experts columns ‘Can the 15-year Catch-up be Phased Out?’ and ‘
SURVEY SAYS: Anticipated 2016 Developments
In the retirement plan industry there’s no shortage of new trends, products, regulations or legal rulings each year.
(b)lines Ask the Experts – How Long Will Limits Remain Unchanged?
“I was disappointed that almost all the Internal Revenue Service (IRS) benefits and contribution limits did not increase for 2016. Is it possible that the limits will remain...
SURVEY SAYS: Thoughts About Economically Targeted Investing
What some call “socially responsible investing” has been slow to make its way into retirement plans.
Opinions |
SECOND OPINIONS: Preventive Care: Are You Covered?
Christy Tinnes and Brigen Winters, with Groom Law Group, answer employer questions about health care reform.
SURVEY SAYS: Favorite Scary Movie 2015
It’s that time of year again; Halloween is approaching.
Opinions |
Barry’s Pickings: The Problem with ESG Investing
The arc of investment returns bends towards justice.
(b)lines Ask the Experts – When Hardship Suspensions Start
“I realized that, per our retirement plan safe harbor provisions for hardship distributions, elective deferrals from all of our retirement plans are to be suspended for six months...
SURVEY SAYS: Questions for the Candidates
The Democratic presidential candidate debate introduced three candidates that I had heard nothing about beforehand.
(b)lines Ask the Experts – Inactive Vendor Accounts Counted Toward Cashouts?
“We are reducing the number of recordkeepers in our Employee Retirement Income Security Act (ERISA) 403(b) retirement plan from five to a sole recordkeeper, beginning in 2016.
SURVEY SAYS: “Best Places” to Work
I’ve seen many announcements lately of companies winning “Best Places to Work” awards.
(b)lines Ask the Experts – Allowing In-Service MRDs
“We are a private university that sponsors two plans, a 401(a) defined contribution plan for employer contributions and a 403(b) plan for employee contributions, We permit in-service withdrawals...
(b)lines Ask the Experts – Must a Frozen 401(a) DB Plan Be Terminated?
“I read with great interest your Ask the Experts Q&A on frozen plans, since our organization has a frozen Employee Retirement Income Security Act (ERISA) 401(a) plan as...