Topic
401(k)
519 published works
The Business of Benefits
Bidwell and the “Darker Side” of the QDIA
By Robert Toth
A couple of decades ago, I attended an ERISA litigation conference where one of the topics of discussion was the potential for lawsuits from participants who were placed in stable…
Employee Benefits Blog
Participant Fee Disclosure: Top 10 List of Issues to Consider
by Nancy S. Gerrie, Natalie M. Nathanson, Todd A. Solomon and Lisa K. Loesel The new 401(k) participant fee disclosure rules issued by the U.S. Department of Labor require plan…
Hunton Employment & Labor Perspectives
Fiduciaries Receive Wake Up Call
With all the recent attention in the press and by the Department of Labor on who is a fiduciary and what a fiduciary needs to do, you may wonder if…
The Business of Benefits
Behind 408(b)2’s Looking Glass: Parties-In-Interest, Non-CSPs and Other Complex Tales
By Robert Toth
Now that the initial 408(b)(2) disclosures are out, the challenge becomes understanding them. Beyond just understanding whether or not the fees disclosed are reasonable (a challenge in itself), the disclosures…
The Business of Benefits
A 408b2 Checklist for Reviewing the Non-Registered Group Annuity Contract 408b2 Disclosure
By Robert Toth
It has been quite a time the past few weeks, with working through the details of MEP transitions to the 408(b) 2 July 1st effective date. With a little break…
Benefit Notes
Stuck Between the IRS and the NLRB
By Stinson LLP
Employers who sponsor 401(k) plans know that distributions from those plans can be made only on certain allowable events, such as separation from service. While an employee is still employed,…
Pension Risk Matters
New Focus of ERISA Fee Litigation
According to Troutman Sanders ERISA attorneys Jonathan A. Kenter and Gail H. Cutler, the outcome of a recent 401(k) plan lawsuit known as Tussey v. ABB did more than force…
The Retirement Plan Blog
401(k) plans can seem like rocket science to participants, but it doesn’t have to be
By Jerry Kalish
If you need a reminder that 401(k) participants need help in managing their accounts, then consider the recent Investing Sentiment Survey done by MFS Investment Management: 34% of investors feel…
The Retirement Plan Blog
401(k) FIDUCIARY SOLUTIONS: Book Review
By Jerry Kalish
If you’re in and around the 401(k) world, you know who Chris Carosa, CFTA, is. And if you don’t you should. Most of us know him as a prolific author…
Employee Benefits Law Report
Fiduciary Litigation Update — Tussey v. ABB, Inc.
A recent case, Tussey v. ABB, Inc., has received much warranted and unwarranted attention in the Section 401(k) plan arena. In Part 1 of this legal update, we will explain…