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30 Oct 2018, 1:14 pm by ccollins
Wendy Richie and Jeffrey Richie co-own Vantage Benefits Administrator, which acted as a third party administrator for many retirement funds, including 401(K) plans. [read post]
22 Jun 2009, 9:26 am
This price decrease had an adverse effect on the value of the 401(k) plan's employer stock fund and the balances of the participants' accounts that were invested in that fund. [read post]
4 Sep 2015, 6:03 pm by Sabrina I. Pacifici
From 2009 through 2013, the majority of employers who sponsored 401(k) plans reported using a target-date fund as their default, according to data from three annual industry surveys that GAO reviewed. [read post]
9 Sep 2016, 11:45 am
Furthermore, participants of the 401(k) plan would have saved tens of millions more dollars if assets were invested in collective investment trust funds and separately managed accounts.Edward Jones also allegedly did not offer its customers the option of purchasing lower-cost index funds and stable value funds. [read post]
21 Dec 2011, 9:36 pm by arnoldwadsworth
While you don’t have to worry about your spouse withdrawing funds from your 401(k)s, you may still be concerned that they will withdraw/deplete funds from their own 401(k)s. [read post]
15 Apr 2019, 9:53 am by Casey K. Fleming
Now that spring is in the air, it might be a good time to dust off your 401(k) plan document and do a quick checkup. [read post]
Source: Photobuay / iStock / Getty The PLR opens the door to new opportunities for employers who: want to attract and retain employees with outstanding student loans; and have recognized that employees burdened by student loan debt may lack the funds to make 401(k) contributions and receive employer matching contributions. [read post]
Source: Photobuay / iStock / Getty The PLR opens the door to new opportunities for employers who: want to attract and retain employees with outstanding student loans; and have recognized that employees burdened by student loan debt may lack the funds to make 401(k) contributions and receive employer matching contributions. [read post]
17 Oct 2008, 4:55 pm
PLANS TO ABOLISH 401(K) ACCOUNTS in favor of a government-run fund? [read post]
7 Mar 2012, 9:00 am by Patricia J. Scott
On an issue of first impression before the Sixth Circuit, the Court held that post-petition income that becomes available after a debtor completes repayment of a 401(k) loan is projected disposable income that must be turned over to the Trustee for distribution to unsecured creditors pursuant to Section 1325(b)(1)(B) and may not be used to fund voluntary 401(k) plans. [read post]
30 Jun 2014, 3:14 pm by Barry Barnett
That can create problems for the 401(k) plan beneficiaries when the company's stock proves a bad investment. [read post]
28 May 2008, 7:42 am
Both modern art and a fund prospectus can be totally incomprehensible. 401(k) participants may not be exposed to modern art, but they sure are provided mutual fund prospectuses - at least by those plan sponsors looking for 404(c) protection. [read post]
5 Feb 2024, 10:00 pm by Sherica Celine
Benchmarking your 401(k) plan is the process of evaluating if the services provided to the plan, its investment and management fees, are competitive with other plans, services, and investments of a similar size or type. [read post]
27 Jun 2020, 3:00 am by Ann Lipton
First, it approved the use of private equity investments in 401(k) plans. [read post]
29 Nov 2010, 12:59 pm by Securites Lawprof
Department of Labor's Employee Benefits Security Administration today announced a proposed rule on target date retirement funds and other similar investments offered in 401(k)-type pension plans. [read post]
30 Oct 2012, 12:53 pm by By STEVEN M. DAVIDOFF
Individual retirement accounts and 401(k)'s are being used increasingly to invest in start-ups or commodities, but such maneuvers can leave users penniless in retirement. [read post]
30 Oct 2012, 12:53 pm by By STEVEN M. DAVIDOFF
Individual retirement accounts and 401(k)'s are being used increasingly to invest in start-ups or commodities, but such maneuvers can leave users penniless in retirement. [read post]
18 Jun 2019, 10:44 am by Andrew S. Williams, Esq.
The rollover funds are then used by the new 401(k) plan to purchase the stock of the shell corporation. [read post]