SURVEY SAYS: Yale Professor’s Letter
July 29, 2013 - A letter sent to about 6,000 retirement plan sponsors telling them their fees are too high is creating upset in the industry.
Voices
SURVEY SAYS: What do you think of the Yale professor’s letter about fees?
July 25, 2013 – A letter sent to about 6,000 retirement plan sponsors telling them their fees are too high has created upset in the industry.
(b)lines Ask the Experts – Different Dates for Fee Disclosures
July 23, 2013 (PLANSPONSOR (b)lines) - "We sponsor an ERISA 403(b) plan with two vendors and are in the process of preparing our annual participant fee disclosure notice.
Opinions |
TRIVIAL PURSUIT: Obscure Cities with Versions of Monopoly
July 23, 2013 - There are many localized versions of the board game Monopoly which are officially licensed by Hasbro.
SURVEY SAYS: Disaster Preparedness
July 22, 2013 – Last week, we covered a survey that found 54% of Americans are prepared for a long-term power outage or a disaster such as a...
SURVEY SAYS: Are you prepared for a natural disaster?
July 18, 2013 – We covered a survey that found 54% of Americans are prepared for a long-term power outage or a disaster such as a hurricane, earthquake,...
(b)lines Ask the Experts – The DOMA Ruling and non-ERISA Plans
July 16, 2013 (PLANSPONSOR (b)lines) - "I read with great interest your recent Ask the Experts column regarding the Defense of Marriage Act (DOMA) ruling.
SURVEY SAYS: Participant Education Topics
July 15, 2013 (PLANSPONSOR.com) - Many years ago, retirement plan participant education only included information about the plan features and maybe a couple of illustrations of typical asset...
SURVEY SAYS: What topics do you include in participant education?
July 11, 2013 – Many years ago, retirement plan participant education only included information about the plan features, and maybe a couple of illustrations of typical asset allocations...
(b)lines Ask the Experts – Delaying Form 5500 Reporting
July 9, 2013 (PLANSPONSOR (b)lines) - "As I was enjoying the July 4th Holiday, I found myself waxing nostalgic for the days when I would be filing our...
Opinions |
Higher Ed. Compliance Check Finds Retirement Plan Issues
July 8, 2013 (PLANPSONSOR.com) - On May 2, 2013, the Internal Revenue Service’s (IRS’s) Exempt Organizations division released its Colleges and Universities Compliance Project Final Report.
Opinions |
SECOND OPINIONS: Proposed Regulations on 90-Day Waiting Period Limitation
July 3, 2013 (PLANSPONSOR.com) - Treasury, DOL and HHS recently published proposed regulations (78 Fed. Reg. 17313 (March 21, 2013)) (“Proposed Regulations”)...
(b)lines Ask the Experts – The Impact of the DOMA Ruling
July 2, 2013 (PLANSPONSOR (b)lines) - "As an ERISA 403(b) plan sponsor, will the Supreme Court rulings from the past week on same-sex marriage have any impact on...
SURVEY SAYS: Discouraging Participant Loans
July 1, 2013 – The Know How feature in PLANSPONSOR’s June issue is about discouraging participant loans from retirement plans.
SURVEY SAYS: Do you make efforts to discourage participant loans?
June 27, 2013 – This month’s Know How feature in PLANSPONSOR magazine is about discouraging participant loans from retirement plans.
(b)lines Ask the Experts – More Consolidation with New Document Program?
June 25, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National Conference asked: “Do you think the new...
SURVEY SAYS: Summer Reading List 2013
June 24, 2013 (PLANSPONSOR.com) – Last week, I asked NewsDash readers to share what they plan/hope to read this summer.
SURVEY SAYS: What do you plan to read this summer?
June 20, 2013 – My hope is that every one of you can take a real vacation this summer.
(b)lines Ask the Experts – Is Auditing More Lenient for Inactive Contracts?
June 18, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National Conference asked: “Upon audit, are the investigators...
SURVEY SAYS: Retirement Saving PSA
June 17, 2013 - At the PLANSPONSOR National Conference, one of the speakers discussed the need to promote saving for retirement, not...