Tag: 401(k)

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Following the financial crisis, 56% of investors now believe it is entirely their responsibility to prepare for retirement, a Fidelity Investments survey finds.

New research shows providing employees with retirement income projections may lead them to save more.

Five percent of Section 401(k) plans include an automatic contribution arrangement (ACA), according to the Internal Revenue Service (IRS) 401(k) Compliance Questionnaire. 

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

NestWise has launched a program to help middle-class Americans develop strong financial behaviors.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

The future for advisers includes more fiduciary responsibility and a focus on participant outcomes, said panelists at PLANADVISER’s 2013 Top 100 Retirement Plan Advisers seminar on Wednesday.

Despite reports that too many retirement plan participants are dipping into their savings, most want to leave their savings intact, a poll suggests.

Four Seasons Financial Education has expanded its financial wellness programs to include custom-tailored 401(k) education.

SunGard Financial Systems released an enhanced version of its Relius Administration product.

IRA Financial Group has introduced an open-architecture Roth Solo 401(k) plan.

Separated defined benefit (DB) plan participants have been on the rise since 2004—a sweet spot for advisers targeting lump-sum distributions, research found.

Two senators introduced legislation that would give individuals who take a loan from their retirement accounts more time to repay after leaving a job.

While stable value funds are popular with retirement plan sponsors, more education about them is needed, a study found.

Another lawsuit has been filed against Fidelity Investments regarding its use of float income.

When it comes to retirement planning communication, plan sponsors must remember to lend a helping hand to disengaged and engaged employees alike.

Middle-income Baby Boomers would be less likely to save for retirement if taxes are increased or if tax incentives for retirement savings are reduced or eliminated.

Advisers divulged winning strategies at NAPA/ASPPA 401(k) Summit.

With care, individual retirement account (IRA) rollovers from 401(k)s are possible.