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.
Voices
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.
Opinions |
A Lesson About Investment Disclosures
March 21, 2014 (PLANSPONSOR.com) - A recent case, Bidwell vs. University Medical Center, details the obligations of disclosure on investment lineups, particularly qualified default investment alternatives (QDIAs) for...
SURVEY SAYS: Does your company offer advice to plan participants?
March 20, 2014 (PLANSPONSOR.com) - Does your company make available saving and investing advice to retirement plan participants?
Opinions |
Paying Active Fees for Passive Management?
March 19, 2014 (PLANSPONSOR.com) - Active share helps plan fiduciaries see how active their managers really are.
Opinions |
What Do Participants Really Want from Their Bond Fund?
March 18, 2014 (PLANSPONSOR.com) - Why do retirement plan participants choose bond funds?
(b)lines Ask the Experts – Correcting 457 Plan “Unforeseeable Emergency” Distribution
March 18, 2014 (PLANSPONSOR (b)lines) – “We sponsor both a 403(b) plan and a 457(b) ‘top-hat’ deferred compensation plan for select management/highly compensated employees.
Opinions |
Help with Reducing Plan Costs
March 17, 2014 (PLANSPONSOR.com) - There are many factors plan sponsors must consider in selecting the most appropriate and cost efficient retirement plan platform.
SURVEY SAYS: Work Time-Wasters
March 17, 2014 (PLANSPONSOR.com) – Last week, I asked NewsDash readers what wastes their time at work.
Opinions |
IRS Linking 403(b) Plans to Former 501(c)(3) Organizations
March 14, 2014 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has rolled out its next 403(b) Compliance Check questionnaire.
Opinions |
Public Pension Plan CSI
March 13, 2014 (PLANSPONSOR.com) - In case you have not noticed, there appears to be a full court press underway to kill public sector defined benefit retirement plans.
SURVEY SAYS: What wastes your time at work?
March 13, 2014 (PLANSPONSOR.com) – In a recent survey, executives said non-business related Internet use, including social media, is the biggest time-waster for employees.