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.
Voices
(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.
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.
(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.
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.
(b)lines Ask the Experts – Will the DOL Proposal Make Me a Fiduciary? Part II
“I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to put together investment information for an ERISA plan’s...
SURVEY SAYS: Changing Workplace Demographics
Last week, we covered an analysis that showed the number of female, minority and older workers are increasing.
(b)lines Ask the Experts – Employer Contribution Availability for Hardship Withdrawals
“Can employer contributions to 403(b)(1) fixed/variable annuities be withdrawn for financial hardship? I reviewed the 403(b) regulations in this regard, but could not find a reference to hardship.”
SURVEY SAYS: Peer Influence on Savings Behavior
We recently wrote about how peer collaboration and comparison could influence retirement plan participants to improve savings behavior.
(b)lines Ask the Experts – Will the DOL’s New Proposal Make Me a Fiduciary?
“As an employee benefits manager for a large nonprofit hospital, I work with our plan consultants to put together investment recommendations for our Employee Retirement Income Security Act...
SURVEY SAYS: ACA’s Effect on Competitive Benefits
We covered a survey last week that found two-thirds of small business owners think the Patient Protection and Affordable Care Act (ACA) will make it harder to offer...
(b)lines Ask the Experts – Who Is the Plan Administrator?
“Do the Experts know who/what is the Plan Administrator?
SURVEY SAYS: When the Boss Is Away
Depending on what type of boss you have, you may be more or less productive when he or she is out of the office. Or perhaps it doesn’t...
(b)lines Ask the Experts – Which 403(b) Plan Is the Oldest?
“Since our University is currently on spring break I thought that I would take the time to ask the Experts a bit of a trivia question.
SURVEY SAYS: NCAA Contenders
According to recent surveys, a significant number of workplaces participate in activities pertaining to the NCAA tournament.