SURVEY SAYS: What's Your Take on the PPACA One Year Later?
March 23, 2011 (PLANSPONSOR.com) - A year ago today, President Obama signed into law the Patient Protection and Affordable Care Act.
Voices
Opinions |
IMHO: Court Costs
March 23, 2011 (PLANSPONSOR.com) - Last week brought to light an aspect of 401(k) litigation that doesn’t generally get a lot of coverage—and the participant-plaintiff...
Opinions |
What About the New Summary of Benefits Notice?
March 22, 2011 (PLANSPONSOR.com) - As the anniversary of PPACA approaches (March 23), we have received questions about when plans must start delivering the new Summary of Benefits...
(b)lines Ask the Experts – An Employee Wants to Defer 100%
March 22, 2011 (PLANSPONSOR (b)lines) – “Can a per diem employee who works nominal hours and receives only a few hundred dollars in gross compensation per pay period...
SURVEY SAYS: When Did You Start Saving for Retirement?
March 17, 2011 (PLANSPONSOR.com) - Yesterday we reported on a survey about when respondents in various generations started saving.
SURVEY SAYS: Who's Your Pick(s) in the Men's NCAA Basketball Tournament?
March 17, 2011 (PLANSPONSOR.com) - March Madness is (almost) upon us.
Opinions |
IMHO: “Conversation” Starters
March 16, 2011 (PLANSPONSOR.com) - There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with...
Opinions |
What is The Current Status of the CLASS Act Long Term Care Program?
March 15, 2011 (PLANSPONSOR.com) - This week a reader asks about the status of the CLASS Act Long Term Care program that was part of the PPACA
(b)lines Ask the Experts – Why 403(b)s Are Slower to Adopt Auto Enroll
March 15, 2011 (PLANSPONSOR (b)lines) – Do the Experts have any insight as to why adoption of automatic enrollment in 403(b) plans lags behind that of 401(k)s?
Opinions |
Plan Termination Guidance Addresses Unanswered Questions
March 11, 2011 (PLANSPONSOR.com) - The IRS has issued additional guidance (Revenue Ruling 2011-7) to confirm and clarify the application of new 403(b) plan termination provisions in the...
Opinions |
IMHO: Underlying Assumptions
March 10, 2011 (PLANSPONSOR.com) - Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans; one on target-date funds, the other on potential...
SURVEY SAYS: How Quickly Do You Return Calls?
March 10, 2011 (PLANSPONSOR.com) - We don’t all have a financial adviser (in fact, some of “us” are financial advisers).
SURVEY SAYS: Are Americans Ready for an "Adult Conversation?"
March 10, 2011 (PLANSPONSOR.com) - I don’t know about you, but I’m getting a bit dizzy watching politicians professing that we desperately need to make cuts in federal...
Opinions |
How is State Tax Applied to Coverage for Adult Children Under the PPACA?
March 8, 2011 (PLANSPONSOR.com) – This week’s question; how is employer-provided health coverage provided to adult children up to age 26 under the new PPACA requirement taxed for...
(b)lines Ask the Experts – IRS Audits of Prior Plan Years
March 8, 2011 (PLANSPONSOR (b)lines) – A plan adviser says, “Recently, one of the 403(b) plans I advise received a letter from the IRS indicating the plan is...
SURVEY SAYS: Do We Need a New Fiduciary Definition?
March 3, 2011 (PLANSPONSOR.com) - We’ve now moved from a proposed new (and expanded) definition of fiduciary to hearings on that proposed new (and expanded) definition of...
SURVEY SAYS: Have You Purchased an Unusual Novelty Item?
March 3,2010 (PLANSPONSOR.com) - A few months back, I bought a “Bark-Off” – and let me just say it was an “educational” experience.
Opinions |
How Does the External Review Requirement Apply for Self-Funded Plans
March 1, 2011 (PLANSPONSOR.com) - Last week, we answered questions on the new external review requirements.
(b)lines Ask the Experts – Non-Discrimination Rules for Non-QCCOs
March 1, 2011 (PLANSPONSOR (b)lines) – A 501(c)(3) religious organization maintains a 403(b) plan with an employer matching contribution feature.
Opinions |
What the IRS Guidance on 403(b) Plan Terminations Means
February 25, 2011 (PLANSPONSOR.com) - The IRS has issued long-awaited guidance in the form of a Revenue Ruling on the termination of 403(b) plans, particularly as to how...