(b)lines Ask the Experts – 2013 403(b) Reading List
May 28, 2013 (PLANSPONSOR (b)lines) – “Summer is here, thankfully, and it is time for me to catch up on my 403(b) reading. Any suggestions?”
Voices
Opinions |
Tools to Help Conservative Savers Get Retirement Ready
May 28, 2013 (PLANSPONSOR.com) - The current retirement landscape underscores the importance of managing risk and volatility in employer-sponsored retirement plans.
(b)lines Ask the Experts – Best Method for Loan Repayments
May 21, 2013 (PLANSPONSOR (b)lines) – “We are adding a loan provision to our 403(b) plan and are adopting a loan policy as you suggested in a recent...
SURVEY SAYS: Retirement Derailers
May 20, 2013 – Last week, we covered a survey that explored the events that have derailed or threaten to derail Americans’ retirement plans.
SURVEY SAYS: Have you experienced a retirement derailer?
May 16, 2013 - This week we reported about a survey that explored the events that have derailed or threaten to derail Americans' retirement plans.
(b)lines Ask the Experts – Locating Beneficiaries
May 14, 2013 (PLANSPONSOR (b)lines) – “Must we make every effort to locate the beneficiary of a deceased participant so that the account is properly transferred/distributed to him/her?
SURVEY SAYS: Mother’s Day Gifts
May 13, 2013 (PLANSPONSOR.com) – Yesterday was Mother’s Day.
Opinions |
A New Compliance Environment for 403(b)s
May 7, 2013 (PLANSPONSOR.com) - Sponsors of 403(b) plans should take note of several recent announcements by the Internal Revenue Service (IRS) concerning compliance with the various requirements...
SURVEY SAYS: Communicating Health Care Changes
May 6, 2013 (PLANSPONSOR.com) – The health care reform law has led to changes in employers’ benefit offerings, and more changes are coming.
SURVEY SAYS: Have you educated employees about health care changes?
May 2, 2013 – The health care reform law has likely already affected your health care offering to employees.
(b)lines Ask the Experts – Should You Have a Loan Policy Document?
April 30, 2013 (PLANSPONSOR (b)lines) – “Should our 403(b) plan maintain a Loan Policy Document?”
SURVEY SAYS: Evaluating Retirement Account Fees
April 29, 2013 (PLANSPONSOR.com) - Although the FRONTLINE documentary that aired last week received criticism for being an inaccurate picture of the retirement account industry, it IS a...
SURVEY SAYS: Have you evaluated your retirement account fees?
April 25, 2013 – Although the FRONTLINE documentary that aired last night received criticism for being an inaccurate picture of the retirement account industry, it IS a good...
Opinions |
SECOND OPINIONS: ACA-Required Deductible & Cost Sharing Limits
April 24, 2013 (PLANSPONSOR.com) - The Department of Labor (DOL) recently issued a series of FAQs that addressed, among other things, applicability of the deductible and out-of-pocket limits...
Opinions |
Is it Your Problem if Your Employees Can’t Retire?
April 23, 2013 (PLANSPONSOR.com) – Is it your problem if your employees can’t retire? For many employers, the answer has been “no.”
(b)lines Ask the Experts – Failure to Suspend Contributions After Hardship
April 23, 2013 (PLANSPONSOR (b)lines) – “In preparation for our annual 5500 report audit for our Employee Retirement Income Security Act (ERISA) 403(b) plan, we discovered that, due...
SURVEY SAYS: Unusual Requests from Bosses
April 22, 2013 - In a survey we recently covered, workers shared the most unusual non-work related requests they’ve received from bosses.
SURVEY SAYS: Has a boss ever requested something non-work related?
April 18, 2013 – In a survey we covered this week, workers shared the most unusual non-work related requests they’ve received from bosses.
(b)lines Ask the Experts – Availability of IRS-Approved Prototype Document
April 16, 2013 (PLANSPONSOR (b)lines) – “I was delighted to hear that the IRS finally released its 403(b) prototype plan guidance! We currently utilize a vendor-provided document; does...