Voices

Opinions | April 21st, 2011

IMHO: Expert Opinions

April 21, 2011 (PLANSPONSOR.com) - I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off...

Reader Responses | April 21st, 2011

SURVEY SAYS: What Canceled TV Show Would You Like to See Make a Comeback?

April 21, 2011 (PLANSPONSOR.com) – For the junk that clutters up the great “wasteland” of television, there have been some really great shows.

Opinions | April 19th, 2011

When Do PPACA Claims & Appeals Rules Apply?

April 19, 2011 (PLANSPONSOR.com) - The effective dates for the new claims and appeals requirements under PPACA have changed more than once (even since we've written about this...

Ask the Experts | April 19th, 2011

(b)lines Ask the Experts – Restrictions on Hardship Withdrawals

April 19, 2011 (PLANSPONSOR (b)lines) – “We are establishing a new 403(b) plan with a mutual fund provider and wanted to be able to permit hardship distributions on...

Opinions | April 15th, 2011

The Brave New World of the 403(b) Oversight Committee

April 15, 2011 (PLANSPONSOR.com) - Three years ago, many people predicted that the 403(b) industry would change overnight as a result of new regulations that had passed.

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Reader Responses | April 14th, 2011

SURVEY SAYS: How Did You Figure Your Federal Tax Withholding?

April 14, 2011 (PLANSPONSOR.com) - Individuals approach the matter of figuring out how much federal income tax to have withheld from pay in a variety...

Reader Responses | April 14th, 2011

SURVEY SAYS: Do You Benchmark Your Retirement Plan Fees?

April 14, 2011 (PLANSPONSOR.com) - There’s a lot of discussion about the fees paid by workplace retirement plans.

Opinions | April 12th, 2011

What Kinds of Coverage Must be Reported on Form W-2?

April 12, 2011 (PLANSPONSOR.com) – This week we respond to questions on the types of coverage that must be reported and whether both the employer and employee-paid portions...

Ask the Experts | April 12th, 2011

(b)lines Ask the Experts – Correcting Excess Deferrals

April 12, 2011 (PLANSPONSOR (b)lines) – “I recently discovered that one of our 403(b) plan participants deferred in excess of the 402(g) limit ($16,500) in 2010, and does...

Opinions | April 12th, 2011

Misconceptions about 403(b) Plan Design

Even though the IRS regulations squarely place 403(b) plans into the realm of employer-sponsored retirement plans, not all retirement plans are created equal.

Opinions | April 6th, 2011

IMHO: Mixed Messages

April 7, 2011 (PLANSPONSOR.com) - We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last month.

Reader Responses | April 6th, 2011

SURVEY SAYS: Have You Seen the Light on Fluorescent Light Bulbs?

April 7, 2011 (PLANSPONSOR.com) - Beginning next year, the incandescent light bulb will be phased off the U.S. market, courtesy of legislation passed in 2007.

Reader Responses | April 5th, 2011

SURVEY SAYS: Would a Change in Tax Deductibility Change Savings Rates?

April 7, 2011 (PLANSPONSOR.com) - The Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI) indicated that the deductibility of retirement savings contributions was important to workers,...

Opinions | April 5th, 2011

What About the Form W-2 Reporting Requirement?

April 5, 2011 (PLANSPONSOR.com) - Do the PPACA Form W-2 reporting requirements apply to employers for 2011? For 2012?

Reader Responses | March 31st, 2011

SURVEY SAYS: Would These Headlines Fool You?

March 31, 2011 (PLANSPONSOR.com) - Friday is April Fool’s Day, of course – and on that day it can be difficult at times to figure out whether someone...

Reader Responses | March 31st, 2011

SURVEY SAYS: Do You Take a Break for Lunch?

March 31, 2011 (PLANSPONSOR.com) - I was struck (as were many of you, based on the clickthroughs) by that report about an apparent link between productivity and...

Opinions | March 30th, 2011

IMHO: Comparison “Points”

March 30, 2011 (PLANSPONSOR.com) - Every year about this time, we get reports from firms that purport to tell us how much time is spent in preparations...

Ask the Experts | March 29th, 2011

(b)lines Ask the Experts – Improving the Plan Audit Experience

March 29, 2011 (PLANSPONSOR (b)lines) – “We are a large ERISA 403(b) plan sponsor and our experience with our very first 5500 plan audit for the 2009 play...

Opinions | March 29th, 2011

More Answers on Annual & Lifetime Limits

March 29, 2011 (PLANSPONSOR.com) - We have received a number of recent questions on the new PPACA requirements regarding annual and lifetime limits.

Reader Responses | March 24th, 2011

SURVEY SAYS: What's the Worst Book You Ever Read?

March 24, 2011 (PLANSPONSOR.com) - This week’s bonus question comes from a reader: “What’s the worst book you ever read/bought?

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