Tag: 401k
feature
Call to Action
Fee disclosure requires those all around the retirement plan industry to get involved
Sponsors Still Need Help After Fee Disclosure Deadline
Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.
Successful Savers Share Their Perspectives
Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.
IRS Adds Session for EPCRS Phone Forum
The Internal Revenue Service (IRS) announced its plan phone forum about fixing 403(b) plan mistakes is full.
Ill. Company to Restore $2.7M to 401(k)
A.B.D. Tank & Pump Co. in Elmhurst, Illinois, has been ordered to restore $2,767,051 to the company’s retirement plan.
Executives Need Help Filling Retirement Income Gap
The typical executive will only be able to replace about one-quarter of pay during retirement through Social Security and a 401(k) plan.
401(k) Participant Transfer Activity Low in July
Average net transfer activity remained very low among defined contribution (DC) plan participants in July.
Retirement Plan Training Available for Plan Sponsors
The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU).
Employers Adding Features to Boost Participation, Savings
A growing number of employers are providing their employees with 401(k) plan features to help drive positive plan participation and encourage savings.
Wells Fargo Sees Increase in Participant Loans
Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.
Participants Deferring Less Than 10% at Risk in Retirement
Households that defer less than 10% of their salary for retirement savings are at risk for not meeting their retirement goals, Putnam Investments’ research found.
IRS to Hold Forum About Correcting 401(k) Plan Mistakes
The Internal Revenue Service (IRS) announced a retirement plans phone forum, “EPCRS: Correction of 401(k) Plan Mistakes,” for September 7.
Dummies Give Retirement Advice in Video
What do crash test dummies talk about when they’re not crash-testing vehicles? Apparently they share tips on saving for a secure retirement.
SCI Companies Enhances 401(k) Solutions
SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.
Firm Rolls Out 401(k) Loan Protection Campaign
Custodia Financial launched Protect My 401(k) Loan, a campaign to raise awareness of 401(k) involuntary loan defaults, and introduce a solution.
Sentinel Launches App for Checking Benefit Balances
Sentinel Benefits & Financial Group (SBFG) released a mobile application that enables employees to verify their retirement plan and reimbursement account balances.
Cerulli Predicts More Use of Custom TDFs in Large 401(k)s
A study of the large and mega defined contribution (DC) plan marketplace projects assets of custom target-date funds (TDFs) will reach $218 billion by 2016.
IRA Financial Group Unveils 401(k) Recordkeeping Service
Targeted at small businesses, 401KAdministrationServices.com provides specialized full-service 401(k) plan recordkeeping services.
OneAmerica Teams with Edward Jones
More than 12,000 Edward Jones advisers can offer OneAmerica’s 401(k) and 403(b) plans, the companies said in an announcement about the new alliance.