(b)lines Ask the Experts – Section 115 Government Instrumentalities
August 9, 2011 (PLANSPONSOR (b)lines) – “What types of pension plans can be maintained by a Code section 115 "government instrumentality?”
Voices
Opinions |
(b)Mused: “Consolidating” Views
August 5, 2011 (PLANSPONSOR (b)lines) – If you are a member of the PLANSPONSOR (b)lines 403(b) group on LinkedIn you know that a recent article opposing efforts to...
SURVEY SAYS: Here’s a Real Page Turner…
August 4, 2011 (PLANSPONSOR.com) - Ok, this is a Facebook “gimmick”, but I have to say it came out pretty well.
SURVEY SAYS: How Much Do Your Participants Think They Pay for Their Retirement Plan?
August 4, 2011 (PLANSPONSOR.com) - As our industry continues to take steps toward fee disclosure, what remains unclear is just how much participants know or...
Opinions |
IMHO: “Free” Ride?
August 3, 2011 (PLANSPONSOR.com) - I was late to the NetFlix game – switching over only when my local Blockbuster closed its doors.
Opinions |
Change in External Review Scope for Self-Funded Plans
August 2, 2011 (PLANSPONSOR.com) - PPACA requires that group health plans provide a new external appeal, on top of the initial claims and appeals already provided under the...
Opinions |
(b)Mused: Knowledge Gap?
August 2, 2011 (PLANSPONSOR (b)lines) - At a recent family gathering I asked a cousin, who is a professor at a state university along with her husband, if...
(b)lines Ask the Experts – Non-Discrimination Rules for Match Contributions
August 2, 2011 (PLANSPONSOR (b)lines) – “I realize that the nondiscrimination rules for employer base/nonmatching/discretionary contributions were dramatically changed by the final 403(b) regulations, but what about the...
(b)lines Ask the Experts – Church Plans and Group Trusts
July 29, 2011 (PLANSPONSOR (b)lines) – “A 403(b) church plan that is not a 403(b)(9) retirement income account wants to invest in a group trust; is that possible?”
SURVEY SAYS: What Did You Leave Behind for College?
July 28, 2011 (PLANSPONSOR.com) - In my household we’re beginning to make “back to college” preparations.
SURVEY SAYS: How Neat is Your Desk?
July 28, 2011 (PLANSPONSOR.com) - Earlier this week we reported on a recent CareerBuilder survey.
Opinions |
IMHO: Savings “Bonds”
July 27, 2011 (PLANSPONSOR.com) - In my experience, there are three major reasons that people save for retirement.
Opinions |
What's That You Say? The New Requirements for Foreign Language EOBs
July 26, 2011 (PLANSPONSOR.com) - The interim final rule (IFR) for claims and appeals under PPACA introduced a concept of providing health plan explanations of benefit (EOBs) in...
Opinions |
Communication: Why It’s Really Important, and How to Be Effective
July 22, 2011 (PLANSPONSOR (b)lines) - Why is it really important to communicate effectively with your employees regarding retirement saving matters? Effective communication benefits your employees, your organization...
Opinions |
ERISA: A Burden or Needed Protection for Governmental 403(b)s?
July 22, 2011 (PLANSPONSOR.com) - Scott Dauenhauer, CFP, MSFP, AIF, Meridian Fiduciary Consulting, contends that public sector defined contribution plan participants are losing billions of dollars every year...
SURVEY SAYS: What About the Space Program's Future?
July 21, 2011 (PLANSPONSOR.com) – Yesterday was the anniversary of man’s first steps on the moon.
SURVEY SAYS: What About that 408(b)(2) Delay?
July 21, 2011 (PLANSPONSOR.com) - Last week the Department of Labor announced its intention to push back the effective date for 408(b)(2) fee disclosures.
Opinions |
IMHO: “Much” Ado
July 19, 2011 (PLANSPONSOR.com) - There were three big disclosure announcements last week.
Opinions |
Comparative Effectiveness Fee – Part II
July 19, 2011 (PLANSPONSOR.com) - What types of health insurance policies and self-insured health plans are subject to the PPACA health coverage fee to fund comparative effectiveness research? ...
(b)lines Ask the Experts – Examination Letters
July 19, 2011 (PLANSPONSOR (b)lines) – “I recently received a letter from the IRS telling me that my 403(b) plan is under examination. What should I do?”