Tag: 401(k)

It would allow retirement plan participants and IRA holders to take money out of their accounts tax-free.

The automated service is for accounts that have $5,000 or less.

Educating participants and offering them guidance on rollovers can substantially reduce loans, hardship withdrawals and cash-outs, experts say.

The firms say it can help employers, who won’t need to respond to as many inquiries from former employees about...

Plans set up in December can also include an initial 401(k) contribution from the business owner.

Michael Barry, president of O3 Plan Advisory Services LLC, debates whether the 401(k) system is fair or unfair and offers...

Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic...

In light of a lack of guidance from the DOL on how sponsors should protect their plans from cyberattacks, speakers...

The eSource includes more than 30% new material from the previous edition and the material has been reorganized to make...

Employers can match up to 100% of employees’ contributions.

The partnership with the recordkeeper will focus on the firm’s National Chamber of Commerce Micro Market Solution.

But those who fall short on saving are experiencing financial stress.

Recent studies find 401(k)s have increased retirement savings gaps among demographic groups, and those in 401(k)s have not met their...

According to PSCA, relatively few sponsors have seen participants taking out excess hardship withdrawals.

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest...

The focus of the newly independent ShareBuilder 401k will be on expanding coverage among small companies, says its president.

A self-professed “ERISA nerd” looks beyond the rules and regulations to ask what plan sponsors can do to promote genuine...

In the decade following the Great Recession of 2008, for participants who remained invested in their 401(k)s, overall, average balances...

The GAO interviewed retirement plan stakeholders and found several ways to stem the tide of funds leaving 401(k)s and IRAs.

Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X...