Search for: "401-K Fund"
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10 Jan 2011, 2:36 pm
This means that the plan fiduciary must act in a prudent manner in every aspect of fund administration from complying with plan documents to choosing what advisor manages the 401(k) fund. [read post]
29 May 2008, 7:40 pm
For example, if spouse A receives $50,000 from spouse B's 401(k) account pursuant to the terms of the divorce, spouse A may park the funds in a generic bank account temporarily -- for instance, while spouse A sets up a new account -- but the funds must land in a proper, tax-qualified account within sixty days of the date the funds left spouse B's 401(k) account. [read post]
20 Oct 2016, 1:00 am
While typical 401(k) menus often offer investment options from several mutual funds companies, conflicts of interest may affect the set and quality of the investment opportunities offered to plan participants. [read post]
8 Nov 2013, 4:00 pm
For those in 401(k) open enrollment, here are four no-brainers to help you not leave money on the table: Always take the employer match and invest it. [read post]
19 May 2015, 2:46 pm
On May 18, 2015, the United States Supreme Court ruled in favor of participants in a company sponsored 401(k) plan who claimed that the company violated its fiduciary duty with respect to certain mutual funds added to the plan. [read post]
27 Jul 2007, 7:12 am
George Miller is introducing a bill which would require mandatory disclosure of mutual fund fees to 401(k) participants. [read post]
22 Feb 2011, 8:16 am
401(k) funds are deposited pre-tax and are only taxed at the time of retirement. [read post]
20 Sep 2016, 4:04 pm
On average at year-end 2014, about two-thirds of 401(k) participants’ assets were invested in equities, either through equity funds, the equity portion of target-date funds, the equity portion of non-target-date balanced funds, or company stock. [read post]
3 Jan 2011, 7:39 am
The 401(k) plan is an estate planning tool. [read post]
10 Jun 2013, 4:00 pm
According to a recent study, old-style defined-benefit pensions are outperforming 401(k)s by the widest margin since 1995. [read post]
10 Dec 2007, 5:00 am
Establishing A 401(k) Plan When you establish a 401(k) plan you must take certain basic actions. [read post]
25 Aug 2017, 4:00 am
Fidelity Solo 401(k) In recent years, Fidelity has begun to offer low-fee funds that rival and sometimes surpass Vanguard. [read post]
29 Nov 2008, 5:36 am
A number of large law firms are closing their doors ... what will be the impact on their 401(k) plans? [read post]
12 Sep 2016, 6:39 am
The plaintiff alleges that Morgan Stanley failed to act in the best interest of its customers by placing them in poor or high fee 401(k) plans.The lawsuit complaint compared the mutual funds used by Morgan Stanley in its 401(k) policies with other mutual funds from similar firms around the country. [read post]
7 Dec 2006, 6:30 am
round of ERISA class action lawsuits will allege that plan fiduciaries do not properly pick mutual funds with reasonable fees for employees' 401(k) plans, leading to less investment return for participants (the previous round concerned so-called ERISA... [read post]
8 Jan 2015, 4:00 pm
According to a new Government Accountability Office Report, ex-employees are abandoning orphan 401(k) accounts, and employers are dumping the funds into forced Individual Retirement Accounts with conservative default investments and high fees. [read post]
2 Sep 2011, 8:39 am
If a participant leaves the employer, he/she may roll over the account to an individual personal IRA or perhaps to a new employer’s 401(k) while maintaining the tax-deferred status of the funds. [read post]
13 May 2013, 4:07 am
Survey Results: Separating 401(k) SPD & Prospectus Many have been warning about creating securities law liability for ERISA plan fiduciaries where a "Summary Plan Description" for a 401(k) plan that offers a "Company Stock Fund" investment choice incorporates SEC filings by reference (and the filings later turn out to be inaccurate). [read post]
27 Aug 2020, 2:36 pm
Things That Will Endanger Your 401(k) There are a few things that can threaten your 401(k.) [read post]
9 Jul 2018, 3:00 am
Regardless of whether you go with the Traditional 401(k) or the Roth 401(k), I hope you can convince the other lawyer that having a 401(k) in place is worth the fees. [read post]
