April 17, 2012 (PLANSPONSOR (b)lines) – “We are performing some spring cleaning here at the employee benefits office, and we noticed that we have TON of records related...
April 3, 2012 (PLANSPONSOR (b)lines) – “I am a fairly new employee at a nonprofit hospital, who made elective deferrals to a 403(b) plan for the very first...
The IRS, DoL and HHS recently issued guidance (IRS Notice 2012-17; DoL Technical Release 2012-1) in the form of Frequently Asked Questions (FAQs) on various issues related to...
March 27, 2012 (PLANSPONSOR (b)lines) – “Though I have discussed the administrative burden of utilizing such an approach, some of my 403(b) plan sponsor clients wish to exclude...
In the past two years, proposals have been made to change the tax treatment of 401(k) contributions either by capping the amount of contributions that can be made...
With potential changes in Social Security, defined benefit plans on the decline, tax increases and rising health care costs, the responsibility of saving for retirement has shifted away...
In the past two years, proposals have been made to change the tax treatment of 401(k) contributions either by capping the amount of contributions that can be made...
March 20, 2012 (PLANSPONSOR.com) - In coming months, retirement plan fee disclosure promises to become a very significant focus for 403(b) plan fiduciaries and for many investment and...
March 20, 2012 (PLANSPONSOR (b)lines) – “I read last week's Q&A regarding age 70 1/2 required minimum distributions (RMDs) and was wondering, with all the talk about the...
The IRS, DoL and HHS recently issued guidance (IRS Notice 2012-17; DOL Technical Release 2012-1) in the form of Frequently Asked Questions (FAQs) on various issues related to...
This week, we reported about a survey in which 36% of workers reported they discuss politics at work, and 23% of workers who have discussed politics at work...