(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.
Voices
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.
SURVEY SAYS: Managing Multiple Retirement Plans
Plan sponsors may have more than one retirement plan to manage—a defined benefit plan and a defined contribution plan, two types of defined contribution plans, a qualified plan...
(b)lines Ask the Experts – Nondiscrimination Testing Required for 403(b)s
“What types of nondiscrimination tests are required for 403(b) plans? For example, is a top-heavy test required?”
SURVEY SAYS: Tech Failure Effect on the Workplace
Last Wednesday, there was a brief panic as the New York Stock Exchange, United Airlines and the Wall Street Journal reported technology failures simultaneously.
(b)lines Ask the Experts – Can the 15-Year Catch Up Be Phased Out?
“I just read the June 30th Ask the Experts Column about 15-year catch-up, and had a question about the final paragraph of the article.
(b)lines Ask the Experts – Should the 15-Year Catch Up Be Eliminated?
“Do the experts have any thoughts on the 15-year catch-up election?
SURVEY SAYS: The New $10 Bill
Recently, Treasury Secretary Jacob J. Lew announced that a newly redesigned $10 note will feature a woman.
(b)lines Ask the Experts – Form 5500 Fee Info Doesn’t Match Plan Expenses
“I am commencing the process of reviewing the 2014 Form 5500 for our calendar-year ERISA 403(b) plan.
SURVEY SAYS: Favorite Dad Sayings
Last week, I asked NewsDash readers to share their favorite “Dad sayings.”
(b)lines Ask the Experts – Do We Have to Hire an Outside Adviser?
“I work at a Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor. We currently do NOT engage an investment adviser for the plan. Instead, we review the...