Tag: 401(k)

By and large, 401(k) plans have been a success. 

As government looks for budget solutions, defined contribution tax breaks fall in the crosshairs.

Putnam Investments is helping 401(k) participants gauge how much income they will need for health care costs in retirement.

Retirement plan sponsors should beware of potential fiduciary pitfalls when combining the summary plan description (SPD) and prospectus.

Investors using both a workplace savings plan and an individual retirement account (IRA) show a combined average balance of $225,600 as of December 31.

Retirement plan costs have declined over the past year, according to figures from the 401k Averages Book.  

Financial Service Standards LLC (FSS), an organization that specializes in training retirement plan advisers and developing practice management resources, has been acquired by fi360.

Advisers are discovering that demonstrating better retirement plan outcomes through plan design is the ticket to differentiating themselves in a competitive industry.

 Morgan Stanley has joined Great-West Retirement Services’ (GWRS) distribution channel.   

Defined contribution (DC) plan participants’ daily transfer volume in January was far above recent trends, according to Aon Hewitt 401(k) Index.

Mark Jones joined SunTrust Banks Inc. as director of sales and client service for its institutional 401(k) business.

An analysis of 401(k) plans administered by Fidelity Investments shows the average participant balance increased to another record high by the end of 2012.

 Advanced use of automatic features in plan design can achieve improvement in plan success measures, a report asserts.   

Now is a good time for gold in retirement savings accounts —but only if investors are seeking long-term gain rather than quarterly returns.

Cruise to Retirement is PAi’s campaign designed to help advisers jumpstart conversations about the ramifications of fee disclosure.

This month, many people will vow to make resolutions for their physical health—but what about their financial health?

Investors should remain defensive in 2013 but at the same time not be averse to taking on some risk, according to a Prudential expert.

When making changes to a 401(k) plan’s investment lineup, administrators chase returns and do not end up improving investment performance, research suggests.

Pension Advisory Group Inc. (PAG) and Pro Financial Services (PFS) launched a group long-term disability insurance product for retirement plans.

On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.