(b)lines Ask the Experts – Replacing a non-ERISA with an ERISA Plan
November 20, 2012 (PLANSPONSOR (b)lines) – “I work with a plan sponsor who terminated a non-ERISA 403(b) plan a few years ago. They wish to establish a new...
Voices
SURVEY SAYS: Time Off for Thanksgiving
November 19, 2012 – Last week, I asked NewsDash readers what days off their companies provide for the Thanksgiving holiday.
Opinions |
IRS Making Its 403(b) Checklist…and Checking it Twice
November 16, 2012 (PLANSPONSOR (b)lines) - The prospect of an Internal Revenue Service (IRS) 403(b) audit can be daunting, but as the old saying goes, knowing is half...
SURVEY SAYS: How many days off do you get for Thanksgiving?
November 15, 2012 – This week we covered a survey that showed the majority of employers offer paid days off both Thanksgiving Day and following day.
Opinions |
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...
(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...
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.
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 |
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...
(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.
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 |
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...
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.
(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...
SURVEY SAYS: Favorite Scary Movie
October 22, 2012 – Last week, I asked NewsDash readers to select their favorite scary movies.
Opinions |
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...
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 |
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...
(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...
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.