Fidelity Finds Millennial 401(k) Account Balances at Record Levels
Fidelity’s latest retirement analysis reveals its customers have...
Tag: 401(k)
‘Understanding Numbers’ Would Motivate 401(k) Participants to Save More
Only 38% of participants surveyed are very or extremely confident in their knowledge about how much to put into their...
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Mutual of Omaha to Customize 401(k) Investment Reports
Quarterly reports of details of Mutual of Omaha funds will now only include funds in a 401(k) plan’s lineup.
Another Small Plan Targeted in Excessive Fee Suit
Checksmart and its investment adviser, Cetera Advisor Networks, have been specifically targeted over fees of risk-based asset allocation funds in...
Target Corporation Faces 401(k) Stock Drop Lawsuit
In the complaint, the plaintiff suggests several actions Target could have taken when it knew or should have known its...
401(k) Plan Participants Invest in Lower-Cost Mutual Funds
ICI reports the cost of investing in equity mutual funds through 401(k) plans has declined 31% since 2000.
Court Dismisses Edison Stock Drop Lawsuit
A judge found plaintiffs failed to suggest alternative actions the company could have taken that would not potentially harm the...
Brexit Causes Swing in 401(k) Participant Trading
Despite a slow start to the month, there were three days of above-normal 401(k) participant trading activity—mostly coming after the...
Court’s Decision About State Street’s Handling of GM Stock Stands
The U.S. Supreme Court denied a petition for writ of certiorari that questioned its logic in the case of Fifth...
401(k) Participant Trading in May Was a Repeat of April
May was a light trading month with most inflows going to fixed income funds.
401(k)s 'Not Suitable' Retirement Income Vehicles
Cerulli suggests that 401(k)s can learn from 403(b)s about retirement plan decumulation.
Retirement Plan Excessive Fee Suits Move Down Market
A Minnesota collision shop is being sued regarding its 114-participant 401(k) plan.
DOL Says Government Contractor Failed to Make 401(k) Contributions
The agency is seeking nearly $250,000 for 401(k) plan participants.
401(k) Participant Trading Activity Low in April
The asset classes with the most inflows were fixed income funds.
Advisers, Internet Top Sources of 401(k) Investment Advice
Although 78% of investors who are currently enrolled in a 401(k) say they have access to a financial call center...
DOL Obtains Government Contract Retirement Plan Contributions
James Brunk and Brunk Industries Inc. will restore $95,000 to the company’s 401(k) plan.
Judge Says City National Was Self-Dealing in 401(k)
While it is not illegal to administer retirement plans in-house, a lawsuit filed by the Labor Department in 2015 alleged...
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Lincoln Enhances Small-Business 401(k) Solution
The enhancements include a broader array of investment options.
Understanding Tribal Government Retirement Plans
Administering tribal government retirement plans requires understanding of federal law, state law and tribal law.
Defunct Company Retirement Plan Owes Nearly $1M to Participants
The company ceased all business operations in 2009, but failed to take the appropriate steps to terminate the plan.