Voices

Ask the Experts | September 17th, 2013

(b)lines Ask the Experts – Permitting Loans After a Loan Default

September 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan vendor has been permitting plan participants to reborrow from the plan after they have already defaulted on a prior...

Reader Responses | September 16th, 2013

SURVEY SAYS: Financial Education in Public Schools

September 16, 2013 (PLANSPONSOR.com) – Last week I asked NewsDash readers, Do you think financial education should be taught in K-12 schools, and if so, what should be...

Opinions | September 13th, 2013

Pension Changes Make Educators' Road to Retirement Tougher

September 13, 2013 (PLANSPONSOR.com) - Many education professionals have worked their entire careers toward a pension benefit that was likely the sole source of retirement income.

Reader Responses | September 12th, 2013

SURVEY SAYS: Do you think financial education should be taught in K-12 schools?

September 12, 2013 (PLANSPONSOR.com) – Do you think financial education should be taught in K-12 schools?

Ask the Experts | September 10th, 2013

(b)lines Ask the Experts – 403(b) Assets and Medicaid Eligibility

September 10, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan came to us with a question regarding Medicaid eligibility and whether her 403(b) plan assets counted...

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Opinions | September 9th, 2013

Global Investment Performance Standards for Plan Sponsors

September 9, 2013 (PLANSPONSOR.com) - The Global Investment Performance Standards (GIPS) have been a de facto requirement for plan sponsors seeking external managers—an almost universal question on RFPs...

Reader Responses | September 9th, 2013

SURVEY SAYS: Post-Recession Financial Behavior Changes

September 9, 2013 (PLANSPONSOR.com) – Last week, we covered a study from Fidelity which revealed positive financial actions Gen Y has taken after learning some hard lessons from...

Opinions | September 6th, 2013

IRS Probing Non-Qualified 457(b) Plans

September 6, 2013 (PLANSPONSOR (b)lines) - Just when you thought the Internal Revenue Service (IRS) might be taking a breather, what with government furloughs and all, you receive...

Reader Responses | September 5th, 2013

SURVEY SAYS: How has your financial behavior changed since the recession?

September 4, 2013 (PLANSPONSOR.com) – A study from Fidelity revealed positive financial actions Gen Y has taken after learning some hard lessons from the recession of 2008-2009.

Opinions | September 4th, 2013

SECOND OPINIONS: Preparing for New Wellness Program Rules for 2014

September 4, 2013 (PLANSPONSOR.com) - In June, the Departments of Health and Human Services, Treasury, and Labor issued new final HIPAA wellness regulations. 78 Fed. Reg. 33158 (June...

Opinions | September 3rd, 2013

Effective Security Strategy for Nonqualified Benefits

September 3, 2013 (PLANSPONSOR.com) - Increased tax rates for highly paid executives and limits on qualified benefits have generated heightened interest in nonqualified benefit plans, resulting in a...

Ask the Experts | September 3rd, 2013

(b)lines Ask the Experts – Responding to 457 Plan Questionnaire

September 3, 2013 (PLANSPONSOR (b)lines) – “I recently received an IRS questionnaire addressing the 457(b) plan that we sponsor for select management and highly compensated employees as a...

Opinions | August 30th, 2013

Revisiting Part-Time Employee Eligibility

August 30, 2013 (PLANSPONSOR.com) - The Affordable Care Act has brought attention to the coverage of part-time employees under health plans, and now is a good time to...

Opinions | August 30th, 2013

A Lesson Plan for Life

August 30, 2013 (PLANSPONSOR.com) - As educators around the country organize their classrooms for returning students, many are busy preparing class lesson plans, but “Back to School” season...

Ask the Experts | August 27th, 2013

(b)lines Ask the Experts – Combined Asset Report

August 27, 2013 (PLANSPONSOR (b)lines) – "

Reader Responses | August 26th, 2013

SURVEY SAYS: Preparing for DOMA Decision Changes

August 26, 2013 (PLANSPONSOR.com) - Last week, we asked readers what actions they have taken in response to the U.S. Supreme Court decision about the Defense of...

Reader Responses | August 22nd, 2013

SURVEY SAYS: What actions have you taken in response to the DOMA decision?

August 22, 2013 - Though there are still unanswered questions, there are steps plan sponsors can take now in response to the U.S. Supreme Court decision about the...

Ask the Experts | August 20th, 2013

(b)lines Ask the Experts – Putting Excess Contributions into 457 Plans

August 20, 2013 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) tax-exempt organization that sponsors a 403(b) plan and a 457(b) plan.

Reader Responses | August 19th, 2013

SURVEY SAYS: “Friends” with the Boss

August 19, 2013 (PLANSPONSOR.com) – Last week I asked NewsDash readers how comfortable they would be with someone from the workplace “friending” them on Facebook.

Reader Responses | August 15th, 2013

SURVEY SAYS: What if your boss “friended” you?

August 15, 2013 (PLANSPONSOR.com) – A survey from OfficeTeam found the majority of managers are uncomfortable being “friended” on Facebook by bosses or those they supervise.

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