Tag: 401(k)

Callan’s “2013 DC Trends Survey” indicates that in 2012, defined contribution (DC) plan sponsors spent their time on compliance matters.

A court ruled contributions owed to a 401(k) are not plan assets, so an employer did not breach fiduciary duties by not contributing.

Most investors (83%) say 401(k) and other tax-advantaged accounts are extremely (43%) or very (40%) important to a comfortable retirement.

Employees are often struck with inertia when it comes to their 401(k) plans.

Corporate Compensation Plans Inc. (CCP) introduced an insurance product that would continue contributions to employees’ retirement plans if they become disabled.

The Internal Revenue Service (IRS) updated and expanded its Employee Plans Compliance Resolution System (EPCRS).

The case against Ameriprise Financial Inc. over its 401(k) investment options is moving forward with a pretrial conference date set for early next month.

Plan sponsors can use behavioral economics to educate employees about saving for retirement.  

An analysis of 401(k) accounts for 2011 shows more balanced investments.

Total U.S. retirement assets reached $19.4 trillion in third-quarter 2012, according to the Investment Company Institute (ICI).  

Employers are increasingly using 401(k) plan design strategies to simplify plan participant decision-making around enrollment, contributions and investing, a survey found.

A majority (80%) of investors polled say the U.S. government should make it a national priority to encourage Americans to save.

A case claiming Ameriprise Financial favored its own affiliate funds in its 401(k) investment lineup has moved forward.

Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.

Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit, according to the Internal Revenue Service (IRS).

When it comes to Baby Boomers and retirement preparedness, a little self-restraint and planning make a big impact on success.

Employee Fiduciary LLC, a privately held and independent 401(k) recordkeeper, launched a redesigned website.