Topic
401(k)
519 published works
The Retirement Plan Blog
Marshmallows and 401(k) Plans
By Jerry Kalish
When I was a right-brain undergraduate and long before my left-brain discovered ERISA, I took a number of psychology courses. In one of those courses, we discussed the famous marshmallow…
The CPA Desk
401K Plans and Reducing Operational Mistakes
By PKF Texas
https://youtu.be/6f67zAGzlB4 Greg: This is PKF Texas, the Entrepreneur's Playbook. I'm Greg Price, director of Consulting Solutions, and I'm here with Sonia Freeman, a director and our audit practice leader at…
Employment & Labor
Revenue Sharing in 401(k) Plans is OK, According to the Seventh Circuit
Revenue sharing is an arrangement under which a mutual fund in which pension assets are invested pays a portion of its fees to the entity that services the pension plan.…
Beneficially Yours
Seventh Circuit Clarifies That Discretion Is Not Always Required For Fiduciary Status, But Cautions That Liability Is Limited To Fiduciary Acts
By: John Murray and Violet Borowski In a decision issued last week, the Seventh Circuit made clear that discretion isn’t always required for an entity to be a functional fiduciary. …
The Retirement Plan Blog
The 401(k)/403(b) Investment Manual: Book Review
By Jerry Kalish
In the almost 7 years I have been writing this blog, I have written a number of book reviews about 401(k) plans and investing that have tracked the retirement plan industry.…
The Retirement Plan Blog
401(k) plans: “putting the wrong emphasis on the wrong syllable”
By Jerry Kalish
The headline is a spin-off of a Mike Myers quote in the 2003 movie, View From The Top. Didn't see the movie? A lot of folks didn't since it only…
Benefit Notes
Target Date Retirement Funds – Tips for Plan Fiduciaries
By Stinson LLP
Many plan sponsors have selected so-called “target date” funds as the default investment under the plan sponsor’s 401(k) or other qualified plan. A target date fund is one that includes…
The Retirement Plan Blog
Managing Your 401(k) Plan: How Do You Know Where You Are Going If You Don’t Know Where You Are?
By Jerry Kalish
The ultimate goal of a 40(k) plan should be, simply stated: to provide employees with an opportunity to have adequate income at retirement. But you need a starting point in…
Boston ERISA & Insurance Litigation Blog
Cut the Deficit, Not 401(k)s
I was somewhat stunned – and frankly, to some extent angered - by this article yesterday in Slate, in which a business school professor asserts that, if research from Holland…
The Business of Benefits
The Reasonableness of Fees in Retirement Products
By Robert Toth
In short, a retirement plan product is really a package of financial and administrative services. This knowledge is especially important when one is tasked with understanding the reasonableness of fees…