Results for "401(k)"

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Approach Roth IRA calculators with caution

July 26, 2009

Financial advisers beware: All Roth IRA conversion calculators are not created equal. A calculator — whether found on the web or nestled in a more sophisticated financial planning software package — isn't a bad jumping-off point when trying...

Employees name investment adviser in 401(k) suit

July 19, 2009

New targets have surfaced for lawsuits over 401(k) fees: small retirement plans, their investment advisers and service providers. A group of fewer than 30 em-ployees at a small company in Kansas has filed a lawsuit against the investment adviser,...

Blacks, Hispanics lag in retirement savings

July 19, 2009

Financial firms have bolstered their efforts to help financial advisers connect with minority clients, who typically aren't saving significantly for retirement. A study released July 7 from the Ariel Education Initiative and Ariel Investments...

Feds take aim at 401(k) crooks

July 12, 2009

Amid the economic downturn, 401(k) abuses by plan sponsors are on the rise. The Employee Benefits Security Administration, the Department of Labor agency that enforces rules created by the Employment Retirement Income Security Act of 1974, would...

Blacks, Hispanics lag in 401(k) participation

July 7, 2009

African Americans and Hispanics are less prepared for retirement than their white and Asian counterparts, according to a survey released today. According to the Ariel Education Initiative study, which analyzed 401(k) data from almost 3 million...

Target date funds increasingly featured in 403(b) plans, survey says

July 7, 2009

Non-profit organizations are embracing target date funds and a majority of 403(b) plan sponsors have begun offering these funds in their plans, a study released today showed. The study, from the Chicago-based Profit Sharing/401k Council of America,...

Bill would give indie advisers sole right to offer 401(k) advice

June 28, 2009

After focusing their efforts on increasing 401(k) fee disclosure, members of an influential committee last week approved a more comprehensive package of potential retirement reforms. The House Committee on Education and Labor's bill — the...

ICI says 401(k) legislation would set a ‘dangerous precedent’

June 25, 2009

The Investment Company Institute blistered a House bill under consideration that would require detailed 401(k) plan fee disclosures and require plan administrators to offer a least one low-cost index fund to plan participants. “The bill fails...

House committee approves bill restricting 401(k) advice to indie advisers

June 24, 2009

An influential House committee today approved a comprehensive package of retirement legislation that includes a provision that would permit only independent financial advisers to counsel 401(k) participants on their investment decisions. The...

Lawmakers plan push to reform 401(k) plans

June 22, 2009

A pair of key lawmakers are expected to introduce a bill on retirement reform later this week that could have substantial implications for investment advisers, 401(k) service providers and the majority of employer-sponsored retirement plans....

Affluent households ignore 529 plans, study says

June 14, 2009

Two-thirds of affluent parents with children under 18 aren't using Section 529 college savings plans, according to a report by The Phoenix Cos. Inc. “Clearly, the high-net-worth market is under-penetrated when it comes to 529 plans,” according...

Bill would allow independent advisers to counsel 401(k) recipients

June 11, 2009

A key Congressional committee is expected to vote on a proposal - as early as next week -that could potentially bar thousands of brokers from providing investment advice to 401(k) participants, according to sources. The House Education and Labor...

Retirement assets plummeted in '08, ICI says

June 9, 2009

U.S. retirement assets were down 22% at the end of 2008, compared with yearend 2007, according to a report released yesterday by the Washington-based Investment Company Institute. As of Dec. 31, the assets totaled $14 trillion, down from $17.9...

Small businesses considering eliminating 401(k) match

June 8, 2009

While the majority of small businesses do not think the economy will affect their ability to offer a 401(k) retirement plan, 44% said they may have to reduce or stop matching employee contributions, according to a survey released today by Nationwide...

Many workers don’t move 401(k)s when terminated, study finds

May 21, 2009

A large number of people let the money in their 401(k) plans languish after they lose their jobs — or simply choose to cash out their retirement accounts once they're terminated — according to a new report released by The Charles Schwab Corp....

Wirehouses warm to fiduciary reps in effort to win 401(k) business

May 17, 2009

As competition intensifies to capture the 401(k) and other retirement plan business of small and midsize companies, wirehouses increasingly are allowing representatives who specialize in the niche to act as fiduciaries. “If you won't sign off...

Retirement group to propose changes to 401(k) disclosure bill

May 17, 2009

An industry association that represents the interests of retirement plan service providers this week will suggest modifications to proposed legislation that would require the industry to break out 401(k) fees on investors' statements. The Spark...

More workers move 401(k) savings to stable-fund investments

May 17, 2009

Stable-value funds are the safest investment option available to 401(k) plan participants, but recent problems at two funds illustrate why sponsors should exercise caution in selecting them, according to observers. Stable-value funds invest...

Putnam chief Reynolds leads effort to fix DC plans

May 10, 2009

Financial services industry executives are expected to flex their muscles and make some radical changes to the nation's retirement system over the next several months — an effort that could significantly increase the amount of money flowing...

401(k) fee critics overstate problem, ICI chairman says

May 7, 2009

While supporting improved retirement plan fee disclosure, the head of the Investment Company Institute said yesterday that congressional criticism of 401(k) plan fees has been inflated by critics. “What they don’t mention is the long list...

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