SURVEY SAYS: Do you have plans for Halloween 2013?
October 3, 2013 (PLANSPONSOR.com) – What, if anything, do you plan to do for Halloween this year?
Voices
Opinions |
SECOND OPINIONS: ACA Application to HRAs and Other Arrangements
October 2, 2013 (PLANSPONSOR.com) - On September 13, 2013, Treasury issued Notice 2013-54 (the “Notice”) (and the Department of Labor issued substantially identical guidance...
(b)lines Ask the Experts – Avoiding Form 5500 Errors
October 1, 2013 (PLANSPONSOR (b)lines) – “I recently received my “signature-ready” 2012 5500 filing that is due on October 15th, as well as the audited financials and accountant’s...
SURVEY SAYS: How Much Are You Managed?
September 30, 2013 (PLANSPONSOR.com) – Last week, I asked NewsDash readers, does your manager supervise you too much, too little or just the right amount, and does he...
Opinions |
Consider the Global High Yield Market for Diversification
September 26, 2013 (PLANSPONSOR.com) - Diversification across U.S., European and emerging markets is key to risk-adjusted returns and lower volatility.
SURVEY SAYS: Are you managed too much, too little or the right amount?
September 26, 2013 (PLANSPONSOR.com) – This week, I’d like to know, does your manager supervise you too much, too little or just the right amount?
(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...
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...