(b)lines Ask the Experts – Same-Gender Marriage Rules and non-ERISA Plans
April 29, 2014 (PLANSPONSOR (b)lines) – “I work with a public school district and our 403(b) plan is not subject to ERISA. Is there any impact on the...
Voices
Opinions |
Major Risks Facing DB Plans Today
April 28, 2014 (PLANSPONSOR.com) – Before de-risking their plans, defined benefit (DB) plan sponsors need to fully understand the risks.
SURVEY SAYS: Reading Preferences
April 28, 2014 (PLANSPONSOR.com) – Last week, I asked NewsDash readers how much they read and how they prefer to read books and magazines.
SURVEY SAYS: How do you read?
April 24, 2014 (PLANSPONSOR.com) – We recently covered a survey that found those who read books electronically tend to read more than those who read books in print.
Opinions |
Cost Considerations When Using Index Funds in DC Plans
April 23, 2014 (PLANSPONSOR.com) - The debate over investing in actively managed funds versus passive index funds will probably go on forever.
(b)lines Ask the Experts – Failure to Amend Plan Document
April 22, 2014 (PLANSPONSOR (b)lines) – “I read with great interest last week’s Q&A regarding the corrective procedure for failing to adopt a written 403(b) plan.
Opinions |
De-risking Corporate Defined Benefit Pension Plans
April 21, 2014 (PLANSPONSOR.com) - The funded status of corporate defined benefit (DB) pension plans has been experiencing unprecedented volatility since 2000 and, for plan sponsors, it’s been...
SURVEY SAYS: Use of Safe Harbor IRAs
April 21, 2014 (PLANSPONSOR.com) - Participant mobility and the increasing use of automatic enrollment in retirement plans may result in many small balances in different plans.
SURVEY SAYS: Does your plan distribute small plan balances using a safe harbor IRA?
April 17, 2014 (PLANSPONSOR.com) - Participant mobility and the increasing use of automatic enrollment in retirement plans, may result in many small balances in different plans.
Opinions |
Active Share Helps Plan Sponsors Fulfill Fiduciary Responsibilities
April 16, 2014 (PLANSPONSOR.com) - Plan sponsors can use active share to help them stay on top of three important fiduciary duties.
(b)lines Ask the Experts – Correction for Failure to Adopt a Plan Document
April 15, 2014 (PLANSPONSOR (b)lines) – “I am working with a plan sponsor that thought it had executed a 403(b) plan document back in 2008, but all that...
Opinions |
Roth Maximizes Retirement Savings Power for Employees
April 14, 2014 (PLANSPONSOR.com) - If you’re thinking of adding a Roth feature to your defined contribution (DC) plan, you’re not alone.
SURVEY SAYS: Reader Superstitions
April 14, 2014 – Last week, I asked NewsDash readers whether they believe in certain common superstitions and whether they have any superstitions of their own.
Opinions |
Pension Risk Transfer: Due Diligence Considerations
April 11, 2014 (PLANSPONSOR.com) - Ongoing market turbulence and lingering low interest rates have created formidable challenges for pension plan sponsors recently.
SURVEY SAYS: What superstitions do you follow?
April 10, 2014 (PLANSPONSOR.com) - Superstition is the belief in supernatural causality—that one event leads to the cause of another without any natural process linking the two events.
Opinions |
SECOND OPINIONS: ACA Makes Changes to HIPAA Standard Transaction Rules
April 9, 2014 (PLANSPONSOR.com) - With all of the other mandates, notices, and penalties included in the Patient Protection and Affordable Care Act (ACA), one section went largely...
Opinions |
Home Country Bias: An Epidemic for Plan Participants
April 8, 2014 (PLANSPONSOR.com) - Home country bias is an epidemic for participants looking to build their nest eggs.
(b)lines Ask the Experts – Delay of Pre-Approved Plan Documents
April 8, 2014 (PLANSPONSOR (b)lines) – “Are we expecting vendor-provided 403(b) prototype documents anytime soon? I seem to recall from a prior Ask the Experts article that the...
SURVEY SAYS: Tax Refunds
April 7, 2014 (PLANSPONSOR.com) – Last week, I asked NewsDash readers if they expected to get a tax refund this year, and if so, what they plan to...
Opinions |
The Gen Y Paradox
April 3, 2014 (PLANSPONSOR.com) - Gen Y, Millennials, whatever you call the demographic cohort born between the early 1980s and early 2000s, they are the largest and most...