Opinions

There was an intriguing survey on target-date investing published last week, but one that, IMHO, generates as many questions as answers.

May 12, 2009 (PLANSPONSOR (b)lines) - Now that the IRS final 403(b) regulations are generally effective, public school and 501(c)(3) organizations are more involved in the operation of...

May 7, 2009 (PLANSPONSOR.com) - As a bonus question this week I asked readers if they (still) subscribed to a traditional newspaper.

May 5, 2009 (PLANSPONSOR (b)lines) - In the last (b)lines Ask the Expert, it was stated that "if the 403(b) is an ERISA plan, the sponsor cannot simply...

April 29, 2009 (PLANSPONSOR.com) - It may be too soon to know if this swine flu outbreak will be a true pandemic, or just a pandemic scare (let's...

April 30, 2009 (PLANSPONSOR.com) - As a bonus survey question this week, I asked readers if their company had used the recession as an excuse to lay off...

By now, you have no doubt either watched, had recommended to you, or at least heard about the "60 Minutes" special that ran a week ago Sunday.

April 28, 2009 (PLANSPONSOR (b)lines) - A plan provider asks: "If an employee who usually falls under the 'works less than 20 hours a week' exemption from eligibility...

April 27, 2009 (PLANSPONSOR.com) - Last week I asked readers about their worst job.

April 23, 2009 (PLANSPONSOR.com) - No matter how much you love (or occasionally don't love) your current job, there's always the one that really stands out in your...

ERISA's 404(c) has long been held out by some as something of a magic talisman.

April 21, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "Will the Form 5500 audit/opinion letter rules apply to 403(b) plans like 401(k) plans?"

April 16, 2009 (PLANSPONSOR.com) - Well, it's come - and gone - again; the deadline for those who owe taxes to postmark those filings with the Internal Revenue...

April 16, 2009 (PLANSPONSOR.com) - There have been LOTS of surveys/reports on retirement confidence this week - and yes, they all pretty much indicate that there's less confidence...

Last week, I attended a media briefing sponsored by BGI titled "Restoring Confidence: Saving the Future of Retirement."

April 14, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "A not-for-profit entity has a defined contribution Code section 401(a) plan (e.g., a profit sharing plan) that receives...

April 9, 2009 (PLANSPONSOR.com) - I've recently been experimenting with "twitter".

Those who try to figure out when certain trends reach a tipping point—who try to figure out when things have crested, the beginning of the end of the...

April 7, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "An employer sponsors an ERISA 403(b) plan that is funded with individual annuity contracts. These individual annuity contracts...

April 7, 2009 (PLANSPONSOR (b)lines) - One of the most significant changes made to 403(b) plans in the final 403(b) regulations is the written plan requirement.