Browsing Tag
401(k)
3593 posts
IRS Proposes New LTPTE Regulations for 401(k)s
Long-awaited guidance for long-term part-time employees triggers 60-day comment period
401(k) Champion Award Recognizes Outstanding Plan Participants
Application deadline is November 16 with $1,000 awaiting a trio of winning nominees
Women Less Confident About Retirement Prospects
Northwestern Mutual’s 2023 Planning & Progress Study finds women are much less confident they'll be financially prepared for retirement compared to men
Gen Z Facing Obstacles to Retirement: Schwab Study
Study finds Gen Z wants to retire by 61, but reports the greatest financial stress, savings obstacles
GE to Pay Record-Setting $61 Million to Resolve 401(k) Proprietary Funds ERISA Lawsuit
Settlement called largest ever in an ERISA case alleging a retirement plan improperly offered proprietary funds
How to Find—And Claim—A Lost 401(k)
With $1.65 trillion in assets floating around in close to 30 million forgotten or left-behind 401(k) accounts in the U.S., here’s the story behind the issue and steps to take to track them down
‘The American Dream 401(k)’ Debuts from Matson Money
New retirement plan is designed specifically to combine the principles and academic approach behind the Scottsdale-based RIA's "Matson Method"
New DOL Fiduciary Rule Under OMB Review; Gets Bashed by Insurance Trade Groups
While actual text of proposed fiduciary rule delivered to OMB late Friday won’t be made public for about a month, groups say it “will hurt working families’ ability to save for retirement”
UAW Wants Pensions Back for Workers; Automakers Keen on 401(k)s
“Audacious” demand may merely be a bargaining chip as General Motors, Stellantis and Ford are unlikely to go back to defined benefit plans
An Exemplary Multiemployer 401(k) Plan
Ron Surz says “retire with dignity’ is the guiding mission of this union 401(k), a “poster child” for what he says a defined contribution plan should be