Tag: 401(k)

Total average savings rates and account balances reached record levels in Q1 2017, according to research by Fidelity.

A district court judge found the plaintiffs “have pleaded sufficient facts from which the Court can reasonably infer that Starwood...

Asked "Which of the following describes a 401(k)?" fewer young Millennials chose the correct answer than other age groups.

There was not a single day of above-normal trading activity in 401(k) accounts during the first quarter of 2017, according...

The complaint specifically calls out the use of BlackRock target-date funds which it says use excessive fund layering, subjecting participants...

Ultimately, Putnam Investments prevailed in a lawsuit claiming it and its retirement plan fiduciaries engaged in prohibited transactions by offering...

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management...

Industry advocates and businesses have formed a coalition with the mission to expand Americans’ access to retirement plans and to...

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking...

A district court judge in Colorado has sided with the recommendation made by a magistrate judge, ruling that plaintiffs have...

At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and...

The research also found participation levels and investment offerings for most plans were good.

These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.

The tool gathers millions of data points to determine participant actions and identify plan-design flaws, while offering solutions.

For one thing, the participant contends the ESOP portion of the plan should have been invested in the sponsoring company’s...

Plaintiffs argue that, instead of acting for the exclusive benefit of the plan and its participants and beneficiaries, “defendants acted...

IRS examiners will determine if appropriate source documents were obtained to substantiate that hardships were made due to an immediate...

Plans were rated by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan...

The potential for enhanced returns with reduced risks and costs would seem appealing to any plan sponsor, but what is...