Topic
401(k)
519 published works
The Business of Benefits
Plan Distributed Annuities, 403(b) Contracts and the Mandatory Cash-Out Rules: The Saga of Relevant Minutiae Continues….
By Robert Toth
It had to happen if we kept at this long enough. We have written often over the past few years on the minutiae of 403(b), particularly where they demonstrate the…
The Retirement Plan Blog
401(k) plans then and now
By Jerry Kalish
No, that’s not my high school graduation picture. It’s a Microsoft staff photo from December 7, 1978 from the StateMaster website. Yes, that’s Bill Gates on the bottom row left,…
Pension Risk Matters
401(k) Fee Complaints Go Populist
In reading "Earlier Retirement: Beating Back the High Fees" by Wall Street Journal reporter Eleanor Laise (March 6, 2010), I felt an immediate empathy for the subject of the article,…
The Right Coast
Is a 401(k) raid coming? Tom Smith
Oh dear. This is alarming.
The Business of Benefits
EPCRS Issues Arising from 403(b) “Disqualification”
By Robert Toth
In a lunch conversation with Kathy Elliott , (a CPA specializing in 403(b) audits) at the annual meeting of the TE/GE Councils in Baltimore (which, by the way was pulled off fantastically by…
The Retirement Plan Blog
First Online 401(k) Rating System Launched By Brightscope, Inc. (One Year Later)
By Jerry Kalish
That was the title of a blog post I wrote exactly one year ago today when Brightscope, Inc., an independent data analytics company launched their 401k ratings disclosure website. It featured…
The Retirement Plan Blog
Fidelity Displaced as the Top Distributor and Mutual Fund Provider, According to 2010 Investor Study (and what it means for 401(k) plans)
By Jerry Kalish
That's the title of a press release I received this week from Cogent Research, a market research and strategic consulting firm based in Cambridge, Massachusetts about the results of their 2010…
The Retirement Plan Blog
The shape of things to come for 401(k) plans in 2010
By Jerry Kalish
That's the poster from the not so good 1979 movie, The Shape of Things To Come. You kinda get the picture from the tagline Beyond the earth... Beyond the moon...…
Boston ERISA & Insurance Litigation Blog
BusinessWeek on BrightScope
I have posted frequently on BrightScope and their work in rating 401k plans, and in particular about their decision to rate them in a Zillow like manner that can be…
The Business of Benefits
The 403(b) Prohibited Transaction
By Robert Toth
I had posted in an earlier blog some of the technical differences between 401(k) plans and 403(b) plans. One of the more striking differences I did NOT mention was that…