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...
Voices
(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...
SURVEY SAYS: Financial Education in the Workplace
We recently covered a Virgin Pulse survey that indicated the majority of employers include a financial component in their workplace wellness programs.
(b)lines Ask the Experts – What Is Gamification?
“A representative from the recordkeeper for our 403(b) plan referred to the concept of ‘gamification’ the other day.
(b)lines Ask the Experts – What Is a 1035 Exchange?
“I received a form from a participant in our 403(b) plan requesting a “1035 exchange”. What in the world is a 1035 exchange?”
SURVEY SAYS: Summer Reading List 2015
This past Monday marked the unofficial start of summer, so it’s time for our annual Summer Reading List survey.
(b)lines Ask the Experts – Prior (b)lines Ask the Experts Articles
“I very much enjoy Ask the Experts, but am sometimes unable to keep up-to-date on the column, and wonder if prior columns have already answered questions I have.
SURVEY SAYS: Tooth Fairy Experiences
I recently read that the average amount the tooth fairy left American children last year was $3.40, but it ranged from $1.00 to $20.00.
Opinions |
Managed Account Demand on the Rise
“Do it for me” investors opt for professional management.
(b)lines Ask the Experts – Difference Between 403(b) and 401(k) Vendor Contracts
“I am a benefits manager who recently became employed at a large nonprofit after having been in the corporate world.
SURVEY SAYS: Moving from a DB to DC Plan
The move away from offering defined benefit plans (DB) has been going on for years now, and likely many of us were affected as participants.