Tag: 401(k)

 A dividend tax rate hike scheduled for January might have an impact on Americans who rely directly and indirectly on dividends, a study found.  

 The defined contribution (DC) retirement plan industry has a “self-esteem problem” that must be addressed, one industry expert contends.     

The Hartford released a tool that permits savers to set savings and income goals, track their progress and integrate other financial sources.

Some women say if their relationship with a spouse or partner terminated, they would also end their relationship with a financial adviser. 

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

Financial Plan Inc. of Bellingham, Washington, launched a new branch of business dedicated to 401(k) plans.

Assets in employer-sponsored retirement plans, IRAs and annuities totaled $17.9 trillion at year-end 2011, up slightly from 2010, according to the Investment Company Institute (ICI).

T. Rowe Price released a mobile application to allow investors to manage their accounts and view fund information.

One-third of all 401(k) plan participants in plans recordkept by Vanguard invested their entire account balance in a professionally managed asset allocation and investment option in 2011.

Some plan sponsors are hesitant to implement an in-plan guaranteed retirement income solution for the same reasons others are in favor of it.   

Being eligible to participate in a 401(k) is critical in closing the retirement savings gap for Generation X, according to the Employee Benefit Research Institute (EBRI).

More advisers should be bound by the Employee Retirement Income Security Act (ERISA) fiduciary standard, a survey found. 

J.P. Morgan Asset Management introduced a tool to help retirement plan advisers facilitate conversations with plan sponsors about 401(k) plan design.

An economist and a tax expert detailed how congressional budget scoring could derail retirement savings incentives.  

The House Committee on Ways and Means heard testimony about the tax-favored status of retirement accounts Tuesday.

This year, National Employee Benefits Day will be celebrated on April 2.

MillenniuM Investment & Retirement Advisors (MIRA) and Rosenbaum Law Firm introduced Fiduciary Freedom Solutions (FFS) for 401(k) and 403(b) plans.

ShareBuilder 401k is expanding its All-ETF 401(k) platform with the addition of five funds. 

Bank of America introduced a 401(k) solution from Merrill Edge designed for small businesses.