21 Oct With debt ceiling near, employee benefits in the crosshairs

Posted at 10:00h in Default

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Wednesday's last-minute negotiations on raising the nation’s borrowing limit could impact 401(k)s, Roth retirement vehicles and more, if similar past showdowns give any indication....

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20 Aug 6 solutions to the retirement crisis

Posted at 13:00h in Default

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With social security projected to run out, many employees face a financial crisis as their retirement approaches. Here are 6 solutions to 6 major obstacles for retirement in America. ...

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29 Jul DOL changes timing of required employer 401(k) and 403(b) disclosures

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The DOL grants employers a one-time delay for this year's disclosure of annual investment-related information to plan participants and beneficiaries. ...

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23 Jul Retirement across America: Lessons learned

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Four lessons to be learned on America's retirement crisis. ...

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04 Jun Will U.S. workers ever be able to retire?

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Despite the rebound in home prices and new all-time nominal highs in the stock market, many Americans are looking at an unpleasant retirement, if they even make it that far...

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18 Apr Hottest retirement plan improvement in 2013?

Posted at 01:00h in Plan Development, Wealth Management

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Why many are looking at Roth 401(k) in-plan conversions. ...

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04 Dec Failure to Timely Allocate Forfeitures

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Sponsors of 401(k) plans often fail to timely use or allocate forfeitures, thereby potentially disqualifying the plan....

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19 Oct IRS Raises 401(k) Contribution Limit

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On Thursday October 18, 2012 the Internal Revenue Service(IRS) announced that effective January 1, 2013 employees will be able to contribute an additional $500 a year into their 401(k)s, tax free. The tax-free contribution limit for retirement plans will increase to $17,500 for 2013, up from...

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21 Sep Retirement Plan Fee Disclosures: Now What?

Posted at 16:34h in Default

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Separate notices must then be sent to plan participants describing the fees that might be assessed against their accounts....

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19 Sep 401(k) Fee Disclosure Befuddles Small Companies

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A recent rule that requires companies that service 401(k) plans to disclose what they are charging employers for their services is leaving many small business owners with more questions than answers, according to a new study....

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