Tag: 401k

The U.S. institutional market is projected to increase 36%, to $18 trillion, within the next five years.

Average daily transfer volume among defined contribution (DC) plan participants was very low during October.

Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.

Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

 Retirement benefits remained mostly intact during the Great Recession.   

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.

New data from Fidelity Investments indicates 401(k) participants are getting the message about saving more and diversifying.

Great-West Financial launched new funds in its Premier Key 401(k) investment program.

National Life Group launched SecurePlus VIP (Value and Income Plan) for the 401(k) market.

Many participants have an incorrect view about what they will get from a target-date fund (TDF).

Zamansky & Associates LLC is investigating the Hewlett-Packard Company’s 401(k) plan for potential violations of the Employee Retirement Income Security Act (ERISA). 

Employers and employees face two main obstacles for retirement saving: tough economic times and ineffective education.

The goals and designs of defined contribution (DC) plans are evolving as defined benefit (DB) plans are increasingly replaced.

 Following the final Department of Labor (DOL) 408(b)(2) and 404(a)(5) regulations, many providers and plan sponsors were unprepared, but there are best practices to avoid an audit.

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for tax year 2013.

Lincoln Financial Group is encouraging Americans to save for their retirement through a video series that kicks off during National Save for Retirement Week, October 21 to October...

Amid market volatility, the changing role of defined contribution (DC) retirement plans, a shrinking work force and longer life expectancy, plan sponsors must tackle more issues threatening plan...

Despite being younger than others, on average, workers at tax-exempt health care organizations have saved more for retirement ($50,000 vs. $33,000).

 The Aon Hewitt 401(k) Index pointed to continued participant uncertainty in September as daily transfer volumes remained significantly low compared with historical levels.