Opinions

March 17, 2009 (PLANSPONSOR (b)lines) - 403(b) plans, excluding plans sponsored by churches, have been subject to nondiscrimination rules - limitations on the extent to which contributions might...

March 12, 2009 (PLANSPONSOR.com) - To say that the past several weeks (months?) have taken a toll on retirement plan portfolios is perhaps the understatement of 2009 (though...

March 10, 2009 (PLANSPONSOR (b)lines) - With all of the confusion, complexity, and costs that will have to be absorbed by sponsors with multi vendor plans due to...

March 10, 2009 (PLANSPONSOR (b)lines) - Following the March 3 (b)lines article discussing new Form 5500 and audit requirements, a reader asked if those requirements also apply to...

A couple of months ago, I started getting e-mails from readers curious about the announcements of plans reducing and/or suspending their matching contributions.

March 6, 2009 (PLANSPONSOR.com) - Believe it or not, most of us will "lose" an hour this weekend.

March 5, 2009 (PLANSPONSOR.com) - As a number of you have pointed out over the past several weeks, it's gotten to the point where every day seems to...

March 5, 2009 (PLANSPONSOR.com) - There's little question in my mind that we need to continue to report on situations where these matching contributions are being suspended

March 3, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "If a plan sponsor wants to terminate its existing 403(b) plan and start a new one, does it...

March 3, 2009 (PLANSPONSOR (b)lines) - Beginning with the 2009 plan year, 403(b) plans that are subject to Title I of ERISA, and have 100 or more eligible...

February 25, 2009 (PLANSPONSOR.com) - For most of the jobs in my career, I've had a job description.

February 24, 2009 (PLANSPONSOR (b)lines) - A plan provider asks: "Can a 403(b) vendor rely on self-certification of a participant that the participant is a former employee eligible...

I've spent most of my life, certainly my adult life, confident that Americans, certainly in large part, are reasonable and rational.

We got another verdict on those infamous revenue-sharing lawsuits last week.

Much has been made in recent weeks over the so-called Ponzi scheme foisted on the investing public by Bernie Madoff.

Those who had been waiting anxiously (or nervously) for that final wave of regulations from the Department of Labor will have (get?) to wait a bit longer, it...

A couple of weeks back, I got an e-mail from Robert Powell, who writes on personal finance for MarketWatch, and he asked an interesting question: specifically, what, in...

January 13, 2009 (PLANSPONSOR (b)lines) - In the past two columns, we've addressed the fiduciary requirements and certain safeguards for ERISA 403(b) plans. This column focuses on the...

A few decades ago, I suffered a nasty skiing accident.

January 9, 2008 (PLANSPONSOR.com) - As a Survey Says bonus question this week, I asked readers to weigh in on the big retirement issues that the Obama administration...