SURVEY SAYS: Provider Help with Participant Communications
The list of required disclosures to participants continues to grow.
Voices
(b)lines Ask the Experts – Must a Frozen 401(a) Plan Be Terminated?
“We are a large 501(c)(3) health care organization that froze its Employee Retirement Income Security Act (ERISA) 401(a) defined contribution plan several years ago, essentially replacing the plan...
SURVEY SAYS: Employee and Boss Generational Differences
Our coverage of a survey about different generations’ assessments of job candidates made me think about problems that may exist between employees and bosses of different generations.
(b)lines Ask the Experts – Evaluating Share Class Expenses
"How do I find out if the share classes of mutual funds in my retirement plan are the cheapest share classes offered, the most expensive, or somewhere in ...
SURVEY SAYS: Childish Behavior in the Workplace
Recently, we covered a survey that suggests childish behaviors in the workplace are common.
SURVEY SAYS: Comfort with Technology
Last week, we reported about the Beloit College Mindset List for the college class of 2019.
(b)lines Ask the Experts – Best Response to Participants About the Market
“As the market has experienced a downturn, I am fielding calls from our 403(b) plan participants regarding their retirement plan exposure to the stock market.
SURVEY SAYS: Reactions to Stock Market Dive
In just a matter of days last week, some major stock indices fell to their worst level in four years.
SURVEY SAYS: Plan Amendments
We wanted to gauge what changes plan sponsors are making to their plans.
(b)lines Ask the Experts – The Difference Between QPSAs and QJSAs
“What is the difference between a QPSA and QJSA?”
(b)lines Ask the Experts – What Is a Financial Wellness Program?
“I keep hearing about the concept of financial wellness, but I am not quite certain what it means.
SURVEY SAYS: Stuck in a Prior Decade
Last week, I asked NewsDash readers, “Are you stuck in a prior decade?”
(b)lines Ask the Experts – Adding Roth When After-Tax Already Exists
“We are considering adding Roth contributions to our 403(b) plan.
SURVEY SAYS: Health Care Costs in Retirement
Last week, we asked NewsDash readers, “Are you concerned about being able to pay health care costs in retirement?”
(b)lines Ask the Experts – Why Conduct an RFP for a Recordkeeper?
“Why should I conduct a request for proposals (RFP) for a recordkeeper for my retirement plan?”
SURVEY SAYS: Effect of Fiduciary Rule
Although all respondents have at least some familiarity with the proposed rule, they are divided in their level of concern.
(b)lines Ask the Experts – Can a 403(b) Offer Managed Accounts?
“Can a 403(b) plan offer managed accounts?”
SURVEY SAYS: Work Coverage During Vacation
During this time of year, more employees take vacation.
Opinions |
SECOND OPINIONS: Questions About ACA 40% Excise Tax
Experts from Groom Law Group answer questions about the Patient Protection and Affordable Care Act.
(b)lines Ask the Experts – Due Diligence Before Mergers
“I work at a health care facility where we are considering merging with another facility.