Results for "defined contribution plans"

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Five budget items that target retirement accounts

June 9, 2013

Five proposals were included in this year's federal budget that directly relate to retirement accounts. Here is a rundown of each proposal, its main benefit and its drawback. 1) Establish a “cap” on retirement savings, prohibiting additional...

Widower can collect survivor benefits now, retirement benefits later

April 11, 2013

So often when I write or talk about Social Security benefits, I refer to the fact that actuarially, women are likely to survive their husbands. Consequently, many of my discussions of survivor benefits focus on widows. But Social Security benefits...

GAO is on target in rollover report

April 7, 2013

When workers participating in 401(k) plans switch jobs, they have the option of rolling over the money that they have saved into individual retirement accounts. But that isn't their only choice. Sadly, in many cases, it is the only one being...

Rollover conflicts a task for advisers

April 7, 2013

Investment advisers agree that rollovers from defined-contribution plans such as 401(k)s into individual retirement accounts can be tinged with conflicts of interest, but they say that a new government report on rollovers failed to mention the...

Reports of the death of retirement savings greatly exaggerated

March 7, 2013

When it comes to advances in the rate of retirement savings, progress is not readily observed with the naked eye. Thus, when data show that things actually might be improving, it's worth jotting down. To wit: In a new report, Fidelity Investments...

Advisers pitching 401(k) plans: Do your homework

March 4, 2013

As more advisers jockey for 401(k) business, they'll have to find different ways to stand out among prospects and win new plans. Research from Franklin Templeton Investments shows that plan sponsors turn to referrals from peers to uncover advisers...

IRS plans to update guidance on Roth options

February 10, 2013

The Internal Revenue Service anticipates issuing guidance this year on expanded Roth options for defined-contribution plans contained in the American Tax Relief Law, which was signed by President Barack Obama on Jan. 2. Prior to the new law,...

ICI survey: Americans back tax breaks for retirement savings

February 6, 2013

Just as President Barack Obama is calling on Congress to close tax loopholes and deductions to reduce the deficit, a major financial markets trade association is touting a survey that shows a majority of Americans don't want lawmakers to change...

ING to cough up $5.2 million in Labor Department settlement

February 4, 2013

The Labor Department has ordered ING Life Insurance and Annuity Co. to pay $5.2 million to 1,400 retirement plan clients for failure to disclose the company's practice of holding onto any investment gains that resulted from transactions that...

Power grab? Consumer agency may dig into retirement savings biz

January 18, 2013

The U.S. Consumer Financial Protection Bureau is weighing whether it should take on a role in helping Americans manage the $19.4 trillion they have put into retirement savings, a move that would be the agency's first foray into consumer investments....

Now, it's Treasury that's pulling cash from its retirement plan to pay bills

January 16, 2013

Regular investors aren't the only ones who pull cash from their retirement savings to pay for today's expenses. The Treasury Department has announced that it will suspend investment of the federal employee pension fund so that it can avoid breaching...

Pension envy for employees not on the government's dime

December 7, 2012

Good days are ahead for government employees if they're lucky enough to have pension plans. A recent analysis by Hearts & Wallets LLC of individuals who are near or in retirement showed that those with a public pension are happier in retirement...

Surprise! Plan sponsors chose advisers based on comfort, fit — not pricing

December 4, 2012

Fees are important to plan sponsors shopping for financial advisers, but they're not necessarily a deal breaker. In fact, in a study of sponsors by Franklin Templeton Investments and Chatham Partners, pricing came in fourth when employers were...

Hold the phone: Retirees aim to block Verizon pension pass to Pru

November 30, 2012

A pair of Verizon Communications Inc. retirees have filed suit against the company to deter it from transferring its pension liabilities to Prudential Insurance Co. of America. Former employees William Lee and Joanne McPartlin sued Verizon and...

IRS eases retirement loan procedures for Sandy victims

November 19, 2012

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said. Taxability rules will still apply. The...

Does Pru's hiring of DOL big signal reg changes for stable value?

November 13, 2012

Michael L. Davis, second-in-command of a major division at the Labor Department, has become the head of Prudential Financial Inc.'s stable value business — sparking chatter that the insurer is gearing up for potential regulatory developments....

Legg's plan for savings

November 11, 2012

To take advantage of football season, the Legg Mason Retirement Advisory Council has kicked off the First & Ten retirement savings program. First & Ten is Legg's latest effort in a series of projects intended to encourage people to sock away cash...

End of pension tax breaks would pay for 'stupid stuff,' says ASPPA boss

October 29, 2012

On the eve of Hurricane Sandy's arrival in Washington, D.C., the American Society of Pension Professionals and Actuaries announced Sunday it is launching a lobbying initiative designed to protect tax deferrals for worker contributions to employer-sponsored...

Retirement plan limits less limited next year

October 24, 2012

American workers will be able to contribute slightly more to their 401(k)s and other employer-based retirement plans next year, as well as to their Individual Retirement Accounts, the Internal Revenue Service announced this week. The maximum...

Goldman offers DC plans an alternative with fund

October 21, 2012

In the latest effort to address some of the asset allocation challenges and missteps seen on most employer-sponsored defined-contribution plans, Goldman Sachs Asset Management has launched an alternative strategy specifically for DC plans. Although...

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