Voices

Ask the Experts | January 26th, 2016

(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...

Reader Responses | January 25th, 2016

SURVEY SAYS: Thoughts About “Best Picture” Nominees

The nominations for the Oscars were announced January 14.

Reader Responses | January 19th, 2016

SURVEY SAYS: Most Treasured Award

It is award season.

Ask the Experts | January 19th, 2016

(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 | January 15th, 2016

Barry’s Pickings: The Punishment of the Innocent

Will litigation discourage innovation in DC plan investing?

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Reader Responses | January 13th, 2016

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.

Ask the Experts | January 12th, 2016

(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...

Ask the Experts | January 5th, 2016

(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...

Reader Responses | December 21st, 2015

SURVEY SAYS: Favorite Holiday Movie 2015

Last year, I asked NewsDash readers what was their favorite holiday song.

Ask the Experts | December 8th, 2015

(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?”

Opinions | December 7th, 2015

Barry’s Pickings Online: DB/PBGC endgame

What happens when premium increases break the current system?

Reader Responses | December 7th, 2015

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 | December 3rd, 2015

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...

Reader Responses | November 23rd, 2015

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 | November 19th, 2015

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.

Ask the Experts | November 17th, 2015

(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.

Reader Responses | November 16th, 2015

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...

Ask the Experts | November 10th, 2015

(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 ‘

Reader Responses | November 9th, 2015

SURVEY SAYS: Anticipated 2016 Developments

In the retirement plan industry there’s no shortage of new trends, products, regulations or legal rulings each year.

Ask the Experts | November 3rd, 2015

(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...

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