401(k) Plan Issues
776 views | +0 today
Follow
401(k) Plan Issues
Content about 401(k) plans for plan participants and plan sponsors.
Curated by Roger Wohlner
Your new post is loading...
Your new post is loading...
Scooped by Roger Wohlner
Scoop.it!

T. Rowe cracks down on 401(k) traders

T. Rowe cracks down on 401(k) traders | 401(k) Plan Issues | Scoop.it
Fund firm bars trading by 1,300 American Airlines employees who made frequent short-term moves; investors cry foul. (T.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

In Debt? The Scary Cost of Tapping Your 401(k)

In Debt? The Scary Cost of Tapping Your 401(k) | 401(k) Plan Issues | Scoop.it
Your retirement savings should be a last resort for paying off debt today.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

401(k) Plans: What They Really Cost - Morningstar.com

401(k) Plans: What They Really Cost - Morningstar.com | 401(k) Plan Issues | Scoop.it
401(k) Plans: What They Really Cost
Morningstar.com
Entitled Measuring Fiduciary and Investor Losses in 401(k) Plans, the paper examines the costs of 12,475 plans, offered by a variety of 401(k) providers, and features a variety of company sizes.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

401(k) vs. IRA: Which is better? - Financial Web

401(k) vs. IRA: Which is better? - Financial Web | 401(k) Plan Issues | Scoop.it
Summary: 401k has higher allowances for tax-deferred savings Your employer may provide (401(k) vs. IRA: Which is better?
more...
No comment yet.
Rescooped by Roger Wohlner from 401k News for Plan Sponsors and Administrators
Scoop.it!

Plan Sponsors Look to Change Up Investment Menu

Plan Sponsors Look to Change Up Investment Menu | 401(k) Plan Issues | Scoop.it
Plan sponsors are re-evaluating their investment lineups over the next 12 months, according to the DC Investment Manager Brandscape report by Cogent Research.

Via Bond Beebe Accountants & Advisors
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Shaking up target-date funds - MarketWatch

Shaking up target-date funds - MarketWatch | 401(k) Plan Issues | Scoop.it
Shaking up target-date funds
MarketWatch
“There is a cohort of investors who have a different focus and objective,” Jerome Clark, who manages T. Rowe Price's target funds, explained in an interview.
more...
No comment yet.
Rescooped by Roger Wohlner from Financial Planning for Retirement
Scoop.it!

Gen X And Late Boomers May Have Lower Standard Of Living In Retirement, Study Says

Gen X And Late Boomers May Have Lower Standard Of Living In Retirement, Study Says | 401(k) Plan Issues | Scoop.it
A new study on retirement savings across generations raises concerns about whether late boomers and Gen Xers will have enough to live on in their golden years.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

My Thoughts on PBS Frontline The Retirement Gamble | The Chicago Financial Planner

My Thoughts on PBS Frontline The Retirement Gamble | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Target Date Funds: 6 Considerations Before Investing | The Chicago Financial Planner

Target Date Funds: 6 Considerations Before Investing | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
Here are 6 considerations to think about when deciding whether to use the Target Date Fund option in your company's retirement savings plan.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Report: 401(k) rollover process too confusing

Report: 401(k) rollover process too confusing | 401(k) Plan Issues | Scoop.it
WASHINGTON (AP) — Many workers are getting false or misleading information about options for their with 401(k) accounts when they change jobs, congressional auditors said Wednesday in a report that urged (RT @401harmony: Report: #401(k) rollover process...
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Maybe Past Performance Does Predict Your Savings' Future

Maybe Past Performance Does Predict Your Savings' Future | 401(k) Plan Issues | Scoop.it
You don’t have to examine America’s retirement safety net too closely to realize it has massive holes in it.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

The Ameriprise 401(k) Lawsuit – What Does it Mean to You? | The Chicago Financial Planner

The Ameriprise 401(k) Lawsuit – What Does it Mean to You? | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
My hope is that this suit will help motivate employers who don’t already focus on offering the best 401(k) plan possible to do so.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Fidelity: 401(k) balances up more than 10%

Fidelity: 401(k) balances up more than 10% | 401(k) Plan Issues | Scoop.it
Average 401(k) balances remained up from last year despite a bumpy stock market that left many investors on edge. (401(k) balances were up by more than 10% in Q2, according to a new report from Fidelity.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

PLANADVISER.com - Participant Demographics Vary by Plan Type

PLANADVISER.com - Participant Demographics Vary by Plan Type | 401(k) Plan Issues | Scoop.it
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

The Perils of Using a Retirement Account for College Costs

The Perils of Using a Retirement Account for College Costs | 401(k) Plan Issues | Scoop.it
Tapping your retirement savings to pay for college often triggers taxes and penalties.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Understanding Your Bond Fund’s Duration | The Chicago Financial Planner

Understanding Your Bond Fund’s Duration | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
The potential for rising interest rates is another phase in the evolution of the financial markets. How will this impact your bond fund investments?
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Should You Tap Your 401(k) to Buy Real Estate? | The Chicago Financial Planner

Should You Tap Your 401(k) to Buy Real Estate? | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
Home prices are appreciating in some markets, so what’s wrong with taking money from your 401(k) to take advantage? Plenty.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

6 tips to effectively manage your 401(k) - Arizona Daily Star

6 tips to effectively manage your 401(k) - Arizona Daily Star | 401(k) Plan Issues | Scoop.it
Boston Globe
6 tips to effectively manage your 401(k)
Arizona Daily Star
The run-up in stock prices this year could tempt even the most hands-off investor to wade into their 401(k) and make some changes.
more...
No comment yet.
Rescooped by Roger Wohlner from Sustain Our Earth
Scoop.it!

The boomer retirement crunch begins

The boomer retirement crunch begins | 401(k) Plan Issues | Scoop.it
With scarce employer benefits and recession-ravaged 401K's, retirement for many boomers is looking tight.

Via SustainOurEarth
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Don't Pay High Fees for Index Funds

Don't Pay High Fees for Index Funds | 401(k) Plan Issues | Scoop.it
Some fund companies have found a way to keep their fees exorbitant. Here are the traps—and how to avoid them.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Retirement Gamble: Wake-Up Call on 401(k) Fees

Retirement Gamble: Wake-Up Call on 401(k) Fees | 401(k) Plan Issues | Scoop.it
Money & Savings | WorkWorried about how you’re going to pay for retirement? Join the club. A PBS Frontline documentary called The Retirement Gamble shows that you’re in good company. The silve...
more...
No comment yet.
Rescooped by Roger Wohlner from Financial Planning for Retirement
Scoop.it!

Your Old 401(k) Take it or Leave It? | The Chicago Financial Planner

Your Old 401(k) Take it or Leave It? | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
One the decisions that you face when leaving a job is what to do with your 401(k). A GAO study indicates that some workers are not receiving good information.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

4 Signs of a Lousy 401(k) Plan | The Chicago Financial Planner

4 Signs of a Lousy 401(k) Plan | The Chicago Financial Planner | 401(k) Plan Issues | Scoop.it
401(k) plans are still a mystery to many of the workers who participate in them. Here are 4 signs that your 401(k) plan might be lousy.
more...
No comment yet.
Scooped by Roger Wohlner
Scoop.it!

Why You Should Care About Your Employees' Retirement Plans - Forbes

Why You Should Care About Your Employees' Retirement Plans - Forbes | 401(k) Plan Issues | Scoop.it
The popular press is wrong about the decreased importance of company retirement plans in an employee’s financial planning.
more...
No comment yet.