Tag: Forfeiture

Compliance

September 24th, 2024

California Federal Court Dismisses Thermo Fisher 401(k) Forfeiture Lawsuit

A Thermo Fisher 401(k) plan participant accused the company and its pension committee of violating ERISA by using forfeited funds...

Compliance

February 28th, 2023

IRS Proposes Rules That Require Retirement Forfeitures Be Used in 12 Months

A new IRS proposal formalizes guidelines on how plan administrators should manage and use retirement plan forfeitures.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management