Tag: 401(k)

Forces are set to open the 401(k) retirement plan marketplace for advisers to better serve participants.

But because defaults are so low, their contributions are lower than those who voluntarily opt in.

Pentegra Participant SmartPath generates recommended retirement savings practices to boost outcomes.

In a Field Assistance Bulletin, the DOL answers questions it has received about the fiduciary selection safe harbor regulation for DC plans.

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.

Don MacQuattie joins the firm from Capital Group.

ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.

Michael Kreps has rejoined the Groom Law Group to help expand the premier policy practice.

Financial wellness may be retirement’s next frontier, with heightened focus and greater interest in bringing programs to the workplace.

Launches new publication for sponsors and advisers.

The paper provides insights to help multi-national companies with defined contribution plans (DC) in different countries.

Mark Schatzel joins the firm from Lincoln Financial.

A new service scans for unauthorized withdrawals and transfers from 401(k) accounts.

Most Americans look for a retirement plan when considering a job offer, yet only 50% of employers offer one.

Lack of an accessible roll-in process could be to blame for more cash-outs, a new survey finds.

While market returns and auto-features are expected to tamper the impact of Boomer-driven outflows, advisers see the need to prompt additional savings to keep plans healthy.

An even simpler enrollment process helped drive up retirement plan participation rates and positive participant behaviors, according to Bank of America Merrill Lynch.

Fidelity’s first-quarter 2015 update shows retirement plan participant accounts earned marginal growth in the first three months of the year—just enough to set new record account balances.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.