Tag: 401k

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...

Cynthia Loh, general manager for Betterment for Business, suggests the firm is committed to competing against the largest and best-established...

Among other things, a federal court determined that, although the plaintiff signed a release of claims when terminated, the claims...

Regardless of how tax policy changes under the new administration and Congress, it will remain crucial for retirement investors to...

The top concern plan sponsors expressed about adding a retirement income guaranteed product to the plan was fiduciary exposure, a...

A court found Prudential was not acting as a fiduciary and an employer’s 401(k) plan menu and use of an...

Among the charges is that, prior to 2011, the plan included too many, and duplicative, investment options.

Excessive fees, revenue-sharing, lack of a stable value fund and failing to follow fund selection for participants are among accusations...

However, only 8.71% of plans automatically enroll employees that fail to make an affirmative enrollment election, an analysis finds.

A new solution helps employees view the HSA more like a retirement account for their health.