(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...
Voices
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...
SURVEY SAYS: Are you expecting a tax refund?
April 3, 2014 (PLANSPONSOR.com) – A survey from TD Ameritrade shows 61% of respondents expecting to receive a tax refund plan to save or invest it.
Opinions |
Implementing a Liability Driven Investing Strategy
April 1, 2014 (PLANSPONSOR.com) - Plan sponsors and retirement committees have been examining their pension plans with the objective of “de-risking” the plans to manage future volatility in...
(b)lines Ask the Experts – Differences in RMDs for 403(b) Plans
April 1, 2014 (PLANSPONSOR (b)lines) – “I have traditionally worked with 401(k) plans, but my new employer sponsors a 403(b) plan.
Opinions |
Plan Failure Risk Is the New Fiduciary Risk
March 31, 2014 (PLANSPONSOR.com) - When it comes to employee benefits, most experts agree that plan failure means wasted dollars, and plan success means objectives met.
SURVEY SAYS: Is Your Resume Updated?
March 31, 2014 (PLANSPONSOR.com) – Last week, we covered a survey about catch-phrases used on resumes.
Opinions |
(b)est Practices: Plan-Level Investment Selection/De-Selection
March 28, 2014 (PLANSPONSOR.com) - Maintaining an investment menu is a somewhat different task than building one from scratch.
SURVEY SAYS: Do you keep your résumé updated?
March 27, 2014 (PLANSPONSOR.com) - We recently covered a survey about résumé catch phrases.
Opinions |
The Cash Balance De-Risking Solution
March 26, 2014 (PLANSPONSOR.com) - One can’t talk about pensions today without discussing de-risking.
(b)lines Ask the Experts – DOL’s New Fee Disclosure Proposal
March 25, 2014 (PLANSPONSOR (b)lines) – “Just heard the Department of Labor has updated its fee disclosure requirements. Is there any immediate action I need to take as...
SURVEY SAYS: Offering Participants Advice
March 24, 2014 (PLANSPONSOR.com) – Last week, I asked NewsDash readers if their companies make available saving and investing advice to retirement plan participants.