Top of Mind


13

Oct 2016

From the Archives: Is the 403(b) Plan Dying?

Five years ago, I wrote an article on the issue of whether the 403(b) plan was dying.  It was a reasonable question at the time, as legislation and market forces had eliminated many of the differences between 401(k) and 403(b) plans. Fortunately for my reputation, I did NOT agree with the no…

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05

Oct 2016

When is a Student Not a Student?

For colleges and universities, the ability to exclude students from 403(b) plan participation entirely is an important provision, since many students work for the institution in some capacity (e.g., as part of a formal work-study program or otherwise). The exclusion is important to the student as we…

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22

Sep 2016

Mutual Funds or Something Else?

Mike Webb distinguishes alternatives to mutual funds, such as ETFs, CITs, and separate accounts and how these investment types fit into a retirement plan.

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15

Sep 2016

Tools You Can Use: E is for ERISA

Welcome once again to one of my recurring features of Top of Mind, known as Tools You Can Use. In our most recent issue, we commenced our look at blogs that may of interest to you with the first retirement blog I ever read, Bob Toth’s insightful Business of Benefits. Today we will take a look at a b…

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12

Sep 2016

Trends that Matter

In our most recent issue of Trends that Matter, increased participant attention toward retirement plans and increased communication campaign sophistication were front and center.  Though those trends remain current, others have emerged that should be at the Top of Mind of plan sponsors, as foll…

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30

Aug 2016

Tools You Can Use: Business of Benefits

Welcome once again to one of my recurring features of Top of Mind, known as Tools You Can Use. In the first few issues, we took a look at the news aggregation services such as The Morning Pulse, NewsDash, and BenefitsLink. But what about blogs? I hope that you enjoy the Top of Mind blog, but I know …

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