Tag: 401(k)

Plan sponsors of tax favored retirement plans can use these forms to make an IRS Voluntary Correction Program (VCP) submission.

The upgraded fee checker tool by America’s Best 401k allows participants to lookup plans by business name to compare fees.

A participant says a plan with more than $157 million in assets has the bargaining power to negotiate lower fees for administration and plan investments.

Among this group, 55% say it is because of increasing revenue.

A federal judge dismissed a consolidated case against Wells Fargo's 401(k) plan fiduciaries.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

A participant accuses the firm of failing to prudently monitor and assess investment options for the plan.

At the same time, employees in ESPPs are using company stock to address financial wellness needs.

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

Both parties together filed some 1,000 pages of paperwork, which the court declined to consider in denying the employer's motion to dismiss, in which it argued its plan...

The firm is taking a tech-first and mobile-ready approach toward helping employers roll out student loan refinancing as a benefit option for employees.

In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. 

When asked how they would like to receive advice, respondents reported preferences for receiving advice as often as they have questions and through channels like email and 1:1...

Survey data covering some 1,000 plan participants shows Roth savings features remain poorly understood and underutilized. 

In addition, Alight Solutions finds participant trading in 401(k) plans has slowed down from 1997 to 2017.

Income from retirement accounts would replace a median 14% of pre-retirement income for workers between the ages of 55 and 65, a new study suggests.

“The tax rules have always been designed to tie the interests of the employer and the employee together," one former EBSA official says. “So if you mess up...

Thirty-eight percent do not participate in a 401(k) plan, individual retirement account (IRA) or other type of retirement plan.

This is according to a survey by the Committee on Investment of Employee Benefit Assets Inc. of its members.