SURVEY SAYS: Thoughts About Economically Targeted Investing
What some call “socially responsible investing” has been slow to make its way into retirement plans.
Voices
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...
SURVEY SAYS: Provider Help with Participant Communications
The list of required disclosures to participants continues to grow.
(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?”