Results for "401(k)"

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Are 401(k) plans in danger of not being green enough?

November 15, 2019

As the broad world of investors has embraced a more climate-friendly lens, 401(k) plans have lagged behind. But are 401(k) plan sponsors exposing themselves to legal trouble as a result? A 24-year-old Australian environmental scientist sued...

This rule of thumb about 401(k) investments is wrong

November 13, 2019

For years, the conventional wisdom regarding 401(k) investments was simple: Less is more. In this line of thinking, fewer funds available to 401(k) participants meant less choice, which equated to less confusion around fund selection, less investor...

401(k) advisers choosing to work with fewer asset managers

November 11, 2019

Retirement plan advisers are choosing fewer investment firms to manage their clients' 401(k) assets than they have in the past, which poses a distinct challenge to some asset managers, especially those specializing in active management. According...

Adjusting to the squeeze of fee compression

November 9, 2019

Even as 401(k) record keepers have found ways to adapt to the reduction in revenue caused by ongoing and drastic fee compression in the retirement industry, other revenue threats loom from financial advisers and retirement-plan lawsuits, according...

Charles Schwab to launch TDF-managed account hybrid for 401(k)s

November 8, 2019

Charles Schwab & Co. plans to roll out a service for 401(k) participants next year that's a hybrid of a target-date fund and a managed-account advice service, following in the footsteps of a handful of prominent retirement-plan record keepers...

SEC calls out conflicts of interest in TDFs

November 7, 2019

The Securities and Exchange Commission took aim at conflicts of interest in target-date funds on Thursday, calling out a fund structure that holds the majority of 401(k) investors' assets. The agency's Office of Compliance Inspections and Examinations...

IRS raises 2020 401(k) contribution limit to $19,500

November 6, 2019

On Wednesday, the Internal Revenue Service announced cost-of-living adjustments for 2020 to its limits on contributions to retirement plans. The agency's limit on annual employee contributions to 401(k)s, 403(b)s, most 457 plans and the federal...

SECURE Act 'frozen' by Trump impeachment inquiry

November 6, 2019

A retirement bill many financial advisers have been eyeing with interest is being held up by impeachment proceedings in Washington, as President Donald J. Trump confronts allegations he abused the power of his office in his dealings with Ukrainian...

Cybersecurity is a ticking time bomb for 401(k)s

November 6, 2019

In a recent call with a 15,000-employee plan sponsor client that had implemented automatic enrollment, Kathleen Kelly, managing director at Compass Financial Partners, discussed their concerns that a majority of the plan participants had not...

Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

November 4, 2019

Presidential hopeful Elizabeth Warren would partially fund her Medicare for All health care proposal — a key part of her campaign platform — through 401(k) savers, sparking a backlash from both industry trade groups and financial advisers....

National auto-IRA program would boost U.S. retirement savings

November 1, 2019

A federal auto-IRA program would significantly reduce the U.S. retirement savings shortfall, especially among young workers, according to a new study. Oregon was the first state to enact an auto-IRA program, in July 2017. The program, OregonSaves,...

Goldman Sachs sued for 'unlawful' 401(k) management

October 29, 2019

Goldman Sachs has been sued for the alleged "unlawful" management of its company 401(k) plan related to the plan's use of in-house actively managed mutual funds, which the lawsuit says provided the firm with a financial benefit at the expense...

Why more seniors are working longer

October 24, 2019

Over the past two decades, the share of older workers increased by about one-third as more women continued to join the workforce and fewer men retired early, according to a new Congressional Budget Office report that examines why more seniors...

Closing the retirement savings gap for employers and employees alike

October 24, 2019

In today's low unemployment rate environment, competition for top talent is fierce. So how can businesses owners compete to attract and retain quality talent? And how can financial advisers help them do this? Ultimately, the solution lies in...

Is the 401(k) adviser M&A market about to cool down?

October 23, 2019

Is this the end of the beginning or the beginning of the end? The retirement plan adviser mergers and acquisitions market is on fire, with some deals reaching 12 to 14 times earnings before interest, taxes, depreciation and amortization, known...

DOL proposes rule on digital 401(k) disclosures

October 22, 2019

The Department of Labor proposed a rule Tuesday that's meant to encourage more employers to issue retirement plan disclosures electronically to plan participants. The rule would allow sponsors of 401(k)s and other defined-contribution plans...

Millennium Trust introduces retirement savings suite for small businesses

October 11, 2019

Millennium Trust Co. has a new suite of affordable benefits and retirement tools that small business owners can offer in lieu of a traditional 401(k). Employers can use Workplace Savings Solutions to choose from a variety of types of individual...

Morgan Stanley wins 401(k) lawsuit over use of in-house and BlackRock funds

October 10, 2019

Morgan Stanley has won a lawsuit alleging that it included high-cost, underperforming in-house and BlackRock investment funds in its company 401(k) plan, costing its employees millions of dollars in lost retirement savings. Plaintiffs originally...

Bad news for advisers offering financial wellness programs

October 9, 2019

There's bad news for financial advisers offering financial wellness services to employers and their workers: Advisers are at a competitive disadvantage to other vendors, like 401(k) providers and health insurers. That largely stems from positioning...

Why 401(k) advisers should pay attention to Ascensus' TPA buying spree

October 8, 2019

The retirement plan third-party administrator is the definition of a dispersed cottage industry, with over 3,000 practitioners, that seems ripe for consolidation. Many have tried. None have succeeded. But Ascensus' FuturePlan, led by industry...

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