Tag: 401k

National Advisors Trust Partners with EPIC

National Advisors Trust announced an agreement with EPIC Advisors, Inc. to provide a branded 401(k) program with open-architecture and daily valuation services to its shareholder adviser firms.

AARP Offers 401(k) Fee Calculator

A free 401(k) fee calculator on AARP’s Web site aims to help investors better understand 401(k) fees and their potential impact on retirement savings.

DoL Urges Reversal in Stock Drop Case

In an amicus brief, the U.S. Department of Labor asked the 9th U.S. Circuit Court of Appeals to reverse a federal district court’s dismissal of a 401(k) stock-drop...

TD Ameritrade Launches ETF Offering for 401(k)s

TD Ameritrade Trust Company created an investment program that allows plan sponsors and independent registered investment advisers (RIAs) to offer exchange-traded funds (ETFs) to 401(k) plan participants.

IMHO: Rest “Room”

It should come as no surprise that the vast majority of plan sponsors who have adopted automatic enrollment have chosen to default that initial deferral at 3%...

Software Company Offering DB(k) Document

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

IMHO: Mixed Messages

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.