Compliance | February 1st, 2018 Oracle Excessive Fee Suit Gets Class Certification However, a federal judge certified subclasses on the imprudent investment claims because class representatives were not all invested in the...
Ask the Experts | January 23rd, 2018 410(b) Coverage Testing for Firms With Both 401(k) and 403(b) “I work for a firm that recently took over as third-party administrator (TPA) for the retirement plans of a large...
Administration | January 16th, 2018 Ascensus Finds Increase in 401(k) Employer Contributions Market returns, adoption of safe harbor plans and more education to participants can be attributed to this increase.
Compliance | January 12th, 2018 Appellate Court Hands Win to Hewlett-Packard in Stock Drop Case Another employer win in a stock drop suit indicates it is tough for retirement plan participants to meet the pleading...
Data and Research | October 11th, 2017 Federal Reserve Data Shows Strengthening Economy’s Impact on the DC Space The Fed's analysis concludes that 401(k) plans “could work much better and balances would be higher if all plans were...
Compliance | September 25th, 2017 Wells Fargo Stock Drop Suit Dismissed A federal district court ruled the plaintiffs did not meet all the pleading standards set forth by the U.S. Supreme...
Data and Research | September 20th, 2017 Company Stock Outside of 401(k) Can Help With Financial Wellness Employees say they use company stock acquired through their ESPP to help pay down debt, add to their retirement savings,...
Ask the Experts | September 12th, 2017 (b)lines Ask the Experts – FICA Difference Between 403(b)s and 401(k)s “I read with great interest your recent Ask the Experts column about one-time irrevocable elections for 403(b) plans.