Financial Planning

401(k)

• Labor Department Changes Tack on 401(k) Fee Disclosure

  February 2, 2012

  The U.S. Labor Department has removed a controversial part of its proposed 401(k) fee disclosure rule that would have required retirement plan providers to create a summary document, or "roadmap," of all their fees for employers.

• Discussion: Readers React to Lowrie, the Planner Behind Cain’s 9-9-9 Plan

  October 21, 2011

  Readers react to this week's exclusive interview with Wells Fargo's Rich Lowrie, the financial planner who helped craft GOP presidential hopeful Herman Cain's 9-9-9 plan.

• ICI Urges DOL to Make Electronic Delivery Default for 401(k)s

  June 8, 2011

  The Investment Company Institute has asked the Department of Labor’s Employee Benefits Security Administration to make electronic delivery the default method of communicating with 401(k) plan participants, unless a shareholder expressly asks to receive paper delivery.

• 20-Year-Old 401(k) Participants Have 85% Exposure to Equities: Vanguard

  May 20, 2011

  Despite the widely held belief that younger investors have become tremendously risk-averse due to the economic crisis, Vanguard is finding that younger investors have increased their equity exposure considerably.

• Senate Bill Would Limit 401(k) Loans to Three at a Time

  May 20, 2011

  enzi-sealSenators Herb Kohl (D-WI) and Mike Enzi (R-WY) have proposed the Savings Enhancement by Alleviating Leakage in 401(k) Savings Act (SEAL), which would limit the number of loans that participants can take from their 401(k) to no more than three at a time.

• Old 401(k) Plans Leave Investors Befuddled

  May 19, 2011

  Deciding what do to with an old 401(k) or other workplace retirement plan may not seem complicated, but a surprising number of participants do not understand which options are available to them, according to a survey by Fidelity Investments.

• 30% of Job Switchers Unaware of 401(k) Rollover Options

  May 18, 2011

  Fidelity gives investors side-by-side comparisons of options available to them when switching jobs.

• Vanguard Reducing Minimum Requirements in Target Funds

  May 12, 2011

  The previous minimum was $3,000 for eleven of the twelve funds in the series.

• Fidelity Reports Record 401(k) Balances

  May 12, 2011

  The new balance represents an increase of almost 12% from a year ago, and a 58% jump from the same period in 2009.

• Affluent Investors Give High Marks to TIAA-CREF, Vanguard, Fidelity, T. Rowe Price

  May 12, 2011

  These four firms might be able to capture the $350 billion that affluent investors plan to roll over from their workplace retirement savings plan to an IRA.

• Only 2.4% of 401(k) Participants Stopped Contributing in 2010: ICI

  May 11, 2011

  ICI released its findings on data from more than 23 defined contribution accounts.

• 401(k) Assets Eclipse $3 Trillion

  April 18, 2011

  The combination of a robust U.S. equity market and the proliferation of company-sponsored retirement plans helped push total assets in 401(k) pans over the $3 trillion threshold at close of last year, up 13% from 2009.

• Obama Savings Plan 'Bullish' for Munis, But Cuts Could Spell Trouble

  April 14, 2011

  President Obama announced the framework of a plan Wednesday to shrink the deficit $4 trillion over 12 years, and urged House and Senate leaders to appoint teams to negotiate a final bipartisan plan by the end of June.

• The Hartford Emphasizes 401(k) Tax Advantages

  April 8, 2011

  The Hartford has developed educational materials outlining valuable tax-saving strategies.

• 89% of 401(k) Investors Want Allocation Help

  April 5, 2011

  And 84% want solutions for calculating and creating retirement income, ING study finds.

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