Results for "401(k)"

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House wrestles with adviser conflicts of interest issues

March 24, 2009

Only advisers who are independent of mutual funds, brokerage firms, insurance companies and other entities that sell financial products could give advice on individual retirement accounts if House Health, Employment, Labor and Pensions Subcommittee...

Chamber of Commerce: No to auto-retirement plans

March 23, 2009

The U.S. Chamber of Commerce, the nation’s largest employer advocacy group, has made it clear where it stands on President Obama’s proposal to create automatic retirement plans in every workplace: nice try, but no thanks. While the president’s...

Retirement assets plunged 25% in '08

March 18, 2009

The nation's retirement assets shrank by nearly 25% last year and lost more than $2.4 trillion in market value, according to a new report from Chicago-based Spectrem Group. Total assets held in retirement plans — both traditional defined-benefit...

Automatic-IRA plan needs more work

March 15, 2009

On the surface, the Obama administration's movement to require every employer to offer workers some form of automatic retirement account is a well-intended attempt to shore up the financial futures of millions — and underneath, it's one that...

Delay retirement withdrawal age: ICI chief

March 1, 2009

Congress should permanently push back the age at which retirement savings account holders must take withdrawals, the head of the Investment Company Institute testified last week. "To help retirees manage their assets more effectively, we should...

Fidelity: Matching contributions key to 401(k) participation

February 26, 2009

Workers’ participation in 401(k) plans is largely driven by their companies’ matching contributions, so if employers stop contributing, retirement accounts will suffer, according to an analysis released today by Fidelity Investments. Fidelity’s...

Richest 401(k) participants hit hardest

February 23, 2009

While all 401(k) investors have sustained significant losses in the last year, no one has suffered more than the wealthiest 401(k) participants, according to a new study from the Employee Benefits Research Institute. Individuals with more than...

Fewer Americans saving for retirement, survey says

February 23, 2009

A declining percentage of Americans believe they are saving enough for retirement, according to a survey released today by the Consumer Federation of America and the Employee Benefit Research Institute, both of Washington. The survey — of more...

EBRI director: Target date funds better bet right now

February 10, 2009

It will take investors two to five years to recover from the losses that they have endured in the past year in their 401(k) plans, one industry expert said. Jack Vanderhei, research director with the Washington-based Employee Benefit Research...

Taxes and new RMD waiver may not mix

February 1, 2009

A new law that gives retirees greater latitude in taking required minimum distributions could have negative tax implications, according to advisers. The Worker, Retiree and Employer Recovery Act of 2008, signed into law on Dec. 23, waives RMDs...

Workers upped 401(k) contributions in ’08

January 28, 2009

Despite the financial crisis and plummeting markets, employees are still contributing to their 401(k) plans, an analysis from Boston-based Fidelity Investments released today showed. Fidelity analyzed its 17,095 corporate 401(k) plans, which...

Advisers could give 401(k) counsel under new rule

January 15, 2009

The Office of Management and Budget has cleared a Department of Labor rule that will allow financial advisers affiliated with mutual funds and brokerage firms to provide direct investment advice to 401(k) plan participants. The new administration...


January 4, 2009

Financial advisers and industry veterans are worried that investors might reduce or halt their contributions to 401(k) plans if the economy worsens this year. The No. 1 challenge they face is to encourage clients to continue their contributions...

Don't scrap 401(k)s, ICI president says

December 19, 2008

The mutual fund industry today attempted to make a pre-emptive strike against congressional efforts to reduce tax breaks for 401(k) plans or to make major changes in the system. “Some policymakers would have us abandon the 401(k) system,”...

Target date funds gain traction in 401(k)s

December 18, 2008

More than 7% of 401(k) assets were invested in target date funds at the end of 2007 and 25% of 401(k) participants held the funds, according to an analysis released today. The data, released from Washington-based Employee Benefit Research Institute...

Price cuts coming to 401(k) fees

December 7, 2008

In an effort to maintain a tight grip on retirement assets, some major 401(k) providers — including The Charles Schwab Corp. — are considering lowering the investment management fees they charge to employers. Executives at San Francisco-based...

Financial advisers try last-resort strategies

November 30, 2008

When a client recently told her adviser that she would be losing her public relations job in six months, Morris Armstrong gave her advice that he never thought he would dispense: He told the single mother, who had been contributing significantly...

Unconventional times call for unconventionable wisdom

November 30, 2008

Advisers find themselves in unusual situations in this roller coaster financial market, and some are offering advice — which might contradict conventional wisdom. For the first time, Dorann Cafaro, founder of Cafaro Greenleaf of Little Silver,...

Employees keep faith with 401(k)s

November 24, 2008

Despite the fact that employees are losing a lot of money in their 401(k)s, most are staying the course with their retirement plans, according to an analysis by Hewitt Associates LLC. The Lincolnshire, Ill.-based company’s analysis of 2.7 million...

ICI plan could force smaller 401(k) record keepers to close

November 16, 2008

Small- and mid-size record keepers that administer 401(k) programs for providers are concerned that a plan to ensure that mutual funds are not being "market timed" will be so expensive to oversee as to put some of them out of business. The Investment...

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