Voices

Ask the Experts | May 5th, 2015

(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...

Reader Responses | May 4th, 2015

SURVEY SAYS: Changing Workplace Demographics

Last week, we covered an analysis that showed the number of female, minority and older workers are increasing.

Ask the Experts | April 28th, 2015

(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“Can employer contributions to 403(b)(1) fixed/variable annuities be withdrawn for financial hardship?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.”

Reader Responses | April 27th, 2015

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.

Ask the Experts | April 21st, 2015

(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...

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Reader Responses | April 20th, 2015

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...

Ask the Experts | April 14th, 2015

(b)lines Ask the Experts – Who Is the Plan Administrator?

“Do the Experts know who/what is the Plan Administrator?

Reader Responses | April 13th, 2015

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...

Ask the Experts | April 7th, 2015

(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.

Reader Responses | April 6th, 2015

SURVEY SAYS: NCAA Contenders

According to recent surveys, a significant number of workplaces participate in activities pertaining to the NCAA tournament.

Ask the Experts | March 31st, 2015

(b)lines Ask the Experts – Retirement Plans Allowed for Rural Cooperatives

“I am an adviser who primarily works with 403(b) plans. A potential client has surfaced that is like nothing I have ever seen before.

Reader Responses | March 30th, 2015

SURVEY SAYS: Athletics and Career Skills

We recently covered a survey that suggests participation in athletics during schooling years provides people with various skills that may be needed for success in a job or...

Opinions | March 26th, 2015

Addressing Post-Retirement Risks

The cost of delaying consideration of retirement income products

Ask the Experts | March 24th, 2015

(b)lines Ask the Experts – Is There a Restriction on Number of Investments?

“We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment options available directly to participants), which I feel...

Reader Responses | March 23rd, 2015

SURVEY SAYS: Staying Educated

There are many ways retirement plan sponsors and those that serve them can keep themselves up-to-date on plan design and administrative trends and best practices, and new rules...

Ask the Experts | March 17th, 2015

(b)lines Ask the Experts – Notification of Funds on ‘Watch’ Status

“As part of the quarterly due diligence process for our ERISA 403(b) plan, the committee, from time to time, places investment options on ‘watch’ status, per the provisions...

Reader Responses | March 16th, 2015

SURVEY SAYS: Most Wanted Benefit Boost

A survey from Accountemps finds the benefits boost, aside from a salary increase, employees would most like this year is more vacation days.

Ask the Experts | March 10th, 2015

(b)lines Ask the Experts – What Is a 403(a) Plan?

“I am an adviser who is familiar with 403(b) plans, but today I came across something I have never heard of—a ‘403(a)’ plan.

Reader Responses | March 9th, 2015

SURVEY SAYS: Signs of Spring

The switch to daylight saving time (DST) used to be the signal that spring was here to me, but now that DST comes earlier, that’s no longer the...

Ask the Experts | March 3rd, 2015

(b)lines Ask the Experts – ACP Testing After a Spin-Off

“I read your recent Q&A regarding post-merger ACP testing with great interest, as our hospital has an ACP testing issue as well.

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