Browsing Tag
retirement plan
29 posts
Dismissal Denied: 401k Case Against Edward Jones Will Continue
A federal judge has denied Edward Jones’ second motion to dismiss a case alleging ERISA violations by the…
A ‘Blueprint’ for Retirement Plan Reform: IRI
Retirement Security Blueprint outlines tax, savings, and lifetime income policies to improve retirement access and financial security.
3 Retirement Plan Resolutions for the New Year
A depressingly small percentage of people actually stick to their New Year’s resolutions, but we’ll stay optimistic on…
UPenn Victorious in Retirement Plan Fiduciary Battle
The Quakers stay true. The University of Pennsylvania beat back a court challenge to its 403(b) fiduciary practices,…
Protections Key to 401k Prosperity, Putnam CEO Claims
Bob Reynolds is on a roll, advocating for stronger protection and policy prescriptions for the nation’s private retirement…
Trump Administration Causes, Clears 401(k) Tax Status Confusion
Just so everyone’s clear, President Trump’s tax plan will not affect 401(k) contributions after all. The clarification was needed after…
‘Easy Wins’ for DC Plan Design
Inertia is taking hold in some areas of the Defined Contribution (DC) industry today, and the reasons are clear.
Fines Skyrocket for 401(k) Plan Sponsors Over Lost Participants
In November of 2015, Congress enacted the “Federal Civil Monetary Penalties Inflation Adjustments Act” to (what else?) apply inflation…
White House Releases Details of President’s 401(k) Proposal
In his State of the Union address, President Obama said Americans should have the ability to save for…