(b)lines Ask the Experts – What Is a 415(m) Plan?
September 24, 2013 (PLANSPONSOR (b)lines) – “I recently started working for a public university. Apparently one of the plans they maintain is called a “415(m)” plan. I am...
Voices
Opinions |
Begin Your Path to Wellness Compliance Now
September 23, 2013 (PLANSPONSOR.com) - Employers increasingly realize that healthier employees give them an edge over the competition; that’s why top companies are developing creative ways to engage...
SURVEY SAYS: Incorporating DOL TDF Tips
September 23, 2015 (PLANSPONSOR.com) - In March, the Department of Labor (DOL) prepared general guidance to assist plan fiduciaries in selecting and monitoring target-date funds (TDFs).
SURVEY SAYS: Do you incorporate the DOL TDF tips in your processes?
September 19, 2013 (PLANSPONSOR.com) - In March, the Department of Labor (DOL) prepared general guidance to assist plan fiduciaries in selecting and monitoring target-date funds (TDFs).
(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...
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 |
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.
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?
(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...
Opinions |
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...
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 |
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...
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 |
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 |
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...
(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 |
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 |
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...
(b)lines Ask the Experts – Combined Asset Report
August 27, 2013 (PLANSPONSOR (b)lines) – "
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...