Compliance | January 21st, 2015 Supreme Court Urged to Drop Review in Tibble Case Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched...
Administration | January 21st, 2015 401(k) Plan Sponsors Offering More Robust Auto Features A strong majority of companies with 401(k) plans have adopted automatic enrollment and other steps to ensure workers receive the...
Compliance | January 5th, 2015 DOL Investigating RadioShack 401(k) Plan An SEC filing reveals that RadioShack is facing several lawsuits over the company stock investment offering in its 401(k) plan,...
Compliance | January 5th, 2015 District Court Moves Forward Boeing Fee Case A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company,...
Compliance | January 2nd, 2015 Supreme Court Sets Date for Tibble Arguments The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end...
Investing | December 30th, 2014 Still Potential for Growth of ETF Use in 401(k)s The use of ETFs in 401(k) plans has been slow to catch on, but some still believe it will happen.
Compliance | December 22nd, 2014 Addressing Mistakes in Tax Treatment of Employee Deferrals An updated IRS web page tells retirement plan sponsors how to correct the mistake of using the wrong tax treatment...
Compliance | December 22nd, 2014 IRS Reminds Plan Sponsors About Plan Checklists The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.
Products | December 19th, 2014 A 2015 Defined Contribution Checklist Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...
Participants | December 18th, 2014 Most New DC Participants Use TDF or Balanced Fund A new analysis shows a strong majority of new 401(k) account owners invest in target-date funds or other balanced portfolios.
Participants | December 16th, 2014 Participants Acknowledge Investing Ignorance Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and...
Compliance | December 11th, 2014 Solicitor General Argues for Reversal of Tibble Decision The U.S. Solicitor General filed a second brief with the United States Supreme Court supporting the plaintiffs in a closely...
Data and Research | December 9th, 2014 TDFs Expected to Capture 90% of 401(k) Contributions Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.
Participants | December 9th, 2014 401(k) Participants Trade Less as Markets Stabilize With markets less volatile than in October, 401(k) participants slowed transfer activity in November.
Data and Research | December 8th, 2014 Most 401(k) Plan Sponsors Actively Engage in Plan Design Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower...
Compliance | December 5th, 2014 With No Presumption of Prudence, RadioShack Faces New Lawsuit A lawsuit has been filed that some say is the first to cite the Supreme Court case about whether retirement...
Data and Research | December 2nd, 2014 Is Census Data Shorting Total Retirement Wealth? Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.
Compliance | December 1st, 2014 401(k) Nondiscrimination Tests Explained With acronyms like ADP, ACP, NHCEs, and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming.
Compliance | November 26th, 2014 Judge Orders Fee Case Evidence Be Given to DOL A federal district court has approved the Department of Labor’s motion to intervene in a 401(k) excessive fee case.
Data and Research | November 19th, 2014 Millennials Are More Engaged, But Not Saving Enough While 64% of Millennials say they have a financial plan, most believe they are only saving half of what they...