Search results for: List of 401k companies in usa
Capital One Facing 401(k) Plan Forfeiture Suit
Capital One Financial Corp. and its board of directors are facing a lawsuit over the usage of 401(k) plan forfeitures, joining a list of more than 20 companies that...
Small Business Plan Design in Practice
Advisers and recordkeepers discuss plan design for the burgeoning small business 401(k) market.
Pilot Sues American Airlines Due to ESG 401(k) Investing Strategy
The retirement committee, recordkeeper Fidelity Investments and financial advice provider Edelman Financial Engines were accused of sacrificing fiduciary duty to pursue ‘leftist political agendas.’
Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs
Venture-capital backed startup Lilly Funds recently launched a savings app to ship cash rewards from purchases to retirement accounts.
ForUsAll Will Drop DOL Crypto Suit if Court Confirms Prior Guidance is Non-Binding
ForUsAll CEO David Ramirez says the firm offered to drop its lawsuit against the DOL so long as the agency confirms its warning on cryptocurrency in retirement plans...
Plan Design / Investments
Next-Level Options
How advisers can make strategies they know, work better.
Cover Story
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition.
Winners’ Circle
Keeping Clients Safe
Past Advisers of the Year discuss the evolution of their fiduciary services.
Retirement Industry People Moves
The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors Partners with TAG Resources; and more.
2017 RPAY – 401k Advisors Intermountain
PLANADVISER: What is your mission statement?401k Advisors Intermountain: We feel that the highest form of recognition an employer can offer a valued employee is a way for them...
Participants File Self-Dealing ERISA Suit Targeting M&T Bank
Add a proposed class action lawsuit against M&T Bank Corporation to the sizable and quickly growing list of new ERISA actions filed so far in 2016.
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2012 PLANSPONSOR Retirement PLAN ADVISER of the Year Finalists
In the last issue of PLANADVISER, we highlighted some of the nation’s most successful retirement plan advisers in the listing of the PLANADVISER Top 100 Advisers. In this...
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planadviser’s top 100 retirement plan advisers
For the past several years, we have drawn from the pool of nominations for PLANSPONSOR’s Retirement Plan Adviser and Adviser Team of the Year a list of “most...
cover story
Beneath the Surface
If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer
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Most Successful Advisers of the Year
While there are tens of thousands of advisers, and thousands of advisers who do some work with workplace retirement plans, far fewer have committed the time and acquired...
IMHO: “Passing″ on the Ammunition
A couple of months ago, I started getting e-mails from readers curious about the announcements of plans reducing and/or suspending their matching contributions.