Tag: 401(k)

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.

Robust plan design, education and the use of digital tools can increase employee engagement with their retirement plans, the firm's Plan Wellness Scorecard shows.

Even though many small businesses lack retirement plans, a study by LPL Financial suggests minor tax adjustments could nudge them in the right direction.

On December 1, 2017, the Aon Stock Fund will be liquidated and removed from the plan.

Statements from the retirement plan provider notified participants of their missing contributions.

To do so, they are making financial sacrifices.

The agency has made changes to its opinion letter program for pre-approved retirement plans.

The eMoney Advisor platform will be updated with tools designed to help users suggest the right retirement products for clients based on their individual needs and preferences.

In addition, Vanguard found an increasing influence of financial advisers catering to the small business 401(k) market.

The amount of employers offering Roth contributions in their 401(k) plans rose by 50%, according to a study by T. Rowe Price.

Ascensus found that employees who decided to enroll in their employers’ retirement programs after receiving targeted communication deferred on average 6.24% of pay.