Tag: 401(k)

A federal judge dismissed a consolidated case against Wells Fargo's 401(k) plan fiduciaries.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

A participant accuses the firm of failing to prudently monitor and assess investment options for the plan.

At the same time, employees in ESPPs are using company stock to address financial wellness needs.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Both parties together filed some 1,000 pages of paperwork, which the court declined to consider in denying the employer's motion to dismiss, in which it argued its plan...

The firm is taking a tech-first and mobile-ready approach toward helping employers roll out student loan refinancing as a benefit option for employees.

In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. 

When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1...

Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. 

In addition, Alight Solutions finds participant trading in 401(k) plans has slowed down from 1997 to 2017.

Income from retirement accounts would replace a median 14% of pre-retirement income for workers between the ages of 55 and 65, a new study suggests.

“The tax rules have always been designed to tie the interests of the employer and the employee together," one former EBSA official says. “So if you mess up...

Thirty-eight percent do not participate in a 401(k) plan, individual retirement account (IRA) or other type of retirement plan.

This is according to a survey by the Committee on Investment of Employee Benefit Assets Inc. of its members.

Some providers train call center staff to educate participants about the implications of taking a hardship and other options.

A court shot down several actions plaintiffs suggested Target could have taken when it knew or should have known its stock price was artificially inflated.

DiMeo Schneider & Associates, L.L.C. has rolled out SMART PLAN, for which it will accept fiduciary responsibility as a 3(38) discretionary manager for plans with assets between $10...

Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.

However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.