Tag: 401(k)

When working with tribal nations, building a solid relationship is the first and most important step.

Although retirement assets were $24 trillion at the end of both years, the makeup of the market changed.

A now-defunct company failed to take the appropriate steps to terminate its 401(k) plan.

Transamerica attributes this, in part, to more institutions using plan advisers.

Rather than considering contributions, cross-testing focuses on benefits.

A federal court has found that RJR proved a prudent fiduciary would have removed Nabisco stock from its 401(k) plan.

The lawsuit also questions Chevron's failure to use a stable value fund, collective trusts or separate accounts.

A federal judge found the agreement does dictate important aspects about the participant’s benefits under the 401(k) plan.

Money Intel announced the launch of a 401(k) platform specifically designed for small- and medium-sized businesses and their employees.

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

A new 401(k)-related lawsuit emerging this week in a Colorado district court will undoubtedly sound familiar—perhaps painfully so—to retirement plan industry professionals. 

It also expands the exceptions for the 10% additional income tax on distributions for those younger than 59-1/2.

An extensive new report from BrightScope and the Investment Company Institute finds 401(k) plans have significantly evolved towards “packages of features and choice” tailored to individuals, especially in...

The Supreme Court same-sex marriage decision is applied to retirement plans in IRS guidance.

First-time health savings account usage also increased nicely.