Tag: 401(k)

IMHO: Target Aims

Asset-allocation fund solutions have, to put it mildly, exploded on the retirement plan scene—aided in no small measure by the sanction of the Department of Labor’s final regulations...
Select Department

Hidden Agenda?

Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure
fiduciary fitness

Proceed with Caution

A sometimes overlooked provision applies when terminating 401(k) plans
cover story

Walking a Tightrope

Figuring out how much to charge and knowing whether it’s reasonable

IMHO: A SunAmerica Opinion

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had...

IMHO: When You Assume…

Somewhere in the course of your professional life, you have no doubt heard (or used) the expression about what happens when you assume1.

Lord Abbett Exits Small-401(k) Market

Jersey City, New Jersey-based investment management firm Lord, Abbett & Co. announced Wednesday it is getting out of the small-401(k) market to concentrate on its defined contribution investment-only...

IMHO: Under New Management

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.  

Workers Reduce Savings to Get By

A CareerBuilder survey found more than one-in-five (21%) workers said they have reduced their 401(k) contributions or personal savings in the last six months to get by financially.

IMHO: Domino Theories

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...