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Opinions | November 14th, 2012

SECOND OPINIONS: Full-Time Employee and Waiting Period Guidance – Part III

November 14, 2012 (PLANSPONSOR.com) - The IRS recently issued two notices (Notice 2012-58 and Notice 2012-59) related to the ACA employer "shared responsibility" mandate requirement and waiting period...

Ask the Experts | November 13th, 2012

(b)lines Ask the Experts – Disasters and Hardship Withdrawal Requests

November 13, 2012 (PLANSPONSOR (b)lines) – “Our firm employs several individuals whose homes were damaged or destroyed by Hurricane Sandy, some of whom have now requested hardship distributions...

Reader Responses | November 12th, 2012

SURVEY SAYS: High School Experience Effect on Career Experience

November 12, 2012 - Last week, I asked NewsDash readers how their high school experiences affected their career experiences.

Reader Responses | November 8th, 2012

SURVEY SAYS: Has your high school experience influenced your career experience?

November 8, 2012 – We recently covered a report that suggested popularity in high school is linked to higher wages in adulthood.

Opinions | November 7th, 2012

SECOND OPINIONS: Full-Time Employee and Waiting Period Guidance – Part II

November 7, 2012 (PLANSPONSOR.com) - The IRS recently issued two notices (Notice 2012-58 and Notice 2012-59) related to the ACA employer "shared responsibility" mandate requirement and waiting period...

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Ask the Experts | October 30th, 2012

(b)lines Ask the Experts – SMM Required After Plan Change?

October 30, 2012 (PLANSPONSOR (b)lines) – “We recently had an amendment to our ERISA 403(b) plan consolidating our number of recordkeepers from two vendors to one.

Reader Responses | October 29th, 2012

SURVEY SAYS: National Save for Retirement Week Efforts

October 29, 2012 – Last week, I asked NewsDash readers, what, if anything, their companies did for National Save for Retirement Week.

Opinions | October 26th, 2012

15-Year Catch-Up: The “Dinosaur" of 403(b) Plans?

October 26, 2012 (PLANSPONSOR (b)lines) - The 15-year catch-up election has been an institution in the 403(b) plan marketplace for many years; having long outlasted other provisions of...

Reader Responses | October 25th, 2012

SURVEY SAYS: What Has Your Company Done for National Save for Retirement Week?

October 25, 2012 – Congress designated October 21, 2012, through October 27, 2012, National Save for Retirement Week.

Ask the Experts | October 23rd, 2012

(b)lines Ask the Experts – Who Gets a Summary Annual Report?

October 23, 2012 (PLANSPONSOR (b)lines) – “We have several employees here who do not elect to participate in our retirement plan even though they are eligible. Since our...

Reader Responses | October 22nd, 2012

SURVEY SAYS: Favorite Scary Movie

October 22, 2012 – Last week, I asked NewsDash readers to select their favorite scary movies.

Opinions | October 22nd, 2012

Follow the Money

October 22, 2012 (PLANSPONSOR.com) - Suspected witches were burned in Salem. Japanese-Americans were interned because of their heritage. Alleged communists were denigrated at congressional hearings. African-Americans were refused...

Reader Responses | October 18th, 2012

SURVEY SAYS: What’s your favorite scary movie?

October 18, 2012 – To help you prepare for upcoming Halloween celebrations, I’m revisiting a reader favorite SURVEY SAYS question.

Opinions | October 17th, 2012

SECOND OPINIONS: Full-Time Employee and Waiting Period Guidance – Part I

October 17, 2012 - The IRS recently issued two notices (Notice 2012-58 and Notice 2012-59) related to the Affordable Care Act (ACA) employer "shared responsibility" mandate provision and...

Ask the Experts | October 16th, 2012

(b)lines Ask the Experts – Rollovers Versus Transfers

October 16, 2012 (PLANSPONSOR (b)lines) – “A lot of our 403(b) plan participants have been confusing rollovers with transfers of late, and vice versa. Can the experts provide...

Reader Responses | October 15th, 2012

SURVEY SAYS: Halloween Plans

October 15, 2012 – Last week I asked NewsDash readers what plans, if any, they have to celebrate Halloween, and whether they’ll be dressing in costume.

Reader Responses | October 11th, 2012

SURVEY SAYS: Will you be dressing up for Halloween this year?

October 10, 2012 - Halloween is coming up, and this week I’d like to know what plans, if any, you have to celebrate.

Ask the Experts | October 9th, 2012

(b)lines Ask the Experts – Match Maximization Problem

October 9, 2012 (PLANSPONSOR (b)lines) – “Our firm sponsors a 403(b) plan where we match 100% of employee elective deferrals, up to 5% of compensation.

Reader Responses | October 8th, 2012

SURVEY SAYS: Views About Harkin’s Proposal

October 8, 2012 - Last week, I asked NewsDash readers what, if anything, they like about U.S. Senator Tom Harkin’s (D-Iowa) proposal for a new retirement system in...

Reader Responses | October 4th, 2012

SURVEY SAYS: What do you like about Harkin’s retirement plan proposal?

October 4, 2012 - In August, U.S. Senator Tom Harkin (D-Iowa) put forth a proposal for a new retirement system in America.

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