Ask the experts: (b)LinesOctober 25, 2016
“I recently started working in the benefits office of a large health care organization.Ask the experts: (b)LinesOctober 18, 2016
“Can 403(a) plans be merged into 403(b) plans or can they only be merged into other 403(a) plans?”Ask the experts: (b)LinesOctober 11, 2016
“We are preparing to file or 2015 Form 5500s for our ERISA retirement plans? Any last-minute filing tips from the Experts?”SURVEY SAYSOctober 10, 2016
Last week, I asked NewsDash readers, “If you could listen to ONLY ONE type of music for one full year, which would you choose?”SURVEY SAYSOctober 05, 2016
For fiduciary reasons, it is recommended that retirement plan sponsors benchmark their providers every three to five years by issuing a request for proposals (RFP) or a request for information (RFI).
Ask the experts: (b)LinesOctober 04, 2016
“I read your Ask the Experts regarding exchange-traded funds (ETFs) and 403(b) plans, but what about collective investment trusts? Are they permissible investments in 403(b) plans?”Industry VoicesOctober 03, 2016
It’s time to face the reality that saving for retirement is tough, and policies need to address the fact that the cost of saving for retirement is higher and employees don’t have any additional money to save.Ask the experts: (b)LinesSeptember 27, 2016
“I work for a rapidly-growing nonprofit that just two years ago had a handful of employees; now, we have more than 100. We have sponsored an Employee Retirement Income Security Act (ERISA) 403(b) plan since the inception of the firm. Are there areas of plan governance to which a growing firm such as ours should pay particular attention?”SURVEY SAYSSeptember 26, 2016
Studies indicate that first-born children and only children tend to be more successful in their careers than middle children or the last-born.Ask the experts: (b)LinesSeptember 20, 2016
“I’ve already read some estimates that the current 402(g) limit on retirement plan elective deferrals will rise $500 in 2017, to $18,500, while the age-50 catch-up will remain unchanged at $6,000. Is this accurate?”Industry VoicesSeptember 15, 2016 Ask the experts: (b)LinesSeptember 13, 2016
“I work for a large museum that sponsors multiple retirement plans.SURVEY SAYSSeptember 12, 2016
Last week, I revived a SURVEY SAYS we asked back in 2011 that was actually requested by a reader sending a child off to college for the first time.SURVEY SAYSSeptember 06, 2016
Studies show many retirement plan participants are planning to delay retirement to make sure they don’t outlive their savings.Ask the experts: (b)LinesSeptember 06, 2016
“I know from a prior Ask the Experts column about the difference between a Fidelity Bond and Fiduciary liability coverage, but I had a question regarding the amount of coverage.