Topic
401(k)
519 published works
The Retirement Plan Blog
What’s old is new again: life insurance in profit sharing/401(k) plans
By Jerry Kalish
Classic rock bands never go away. They keep on touring, and are rediscovered by new generations of music fans. Kinda like, those classic tax planning techniques that are being rediscovered…
Boston ERISA & Insurance Litigation Blog
Excessive Fee Litigation and the Small Plan
It has become a given in any talk on 401(k) plans and fiduciary liability that I give these days - my comment that, when the market was always going up,…
Labor Law Prof Blog
CRS Report on 401k Plans
Thanks to Pat Purcell for sending us the Congressional Research Service's report for Congress on 401k plans and participation, issued earlier this week. Here is the summary:Over the past 25 years,…
The Retirement Plan Blog
The 401(k) investment maze, What’s it going to take for employees to find their way through it?
By Jerry Kalish
You remember that classic labyrinth wooden maze game. It’s the toy that has captivated and challenged children and adults for generations. It takes concentration and dexterity to guide the steel ball through…
The Retirement Plan Blog
Automatic 401(k) enrollment update
By Jerry Kalish
Here is a link to my column in the May issue of Employee Benefit news about how automatic enrollment in 401(k) plans boosts 401(k) participation. (Free registration may be required).…
The Retirement Plan Blog
Thinking outside the box to increase low-income employee participation in 401(k) plans
By Jerry Kalish
Suppose you’re a plan sponsor that wants to increase 401(k) participation among your low income employees, what do you do? You know, of course, that employee financial education programs by…
The Retirement Plan Blog
Hard times mean more 401(k) hardship distributions
By Jerry Kalish
Hardship distribution provisions in 401(k) used to be one of those retirement plan matters on which plan sponsors didn’t spend a whole lot of time. Lately, however, that’s not the…
Labor Law Prof Blog
401k Balances Take Awful Hit
The fact that 401k balances declined significantly from January 2008 to April 2009 is no surprise, but the degree is staggering. Long-term employees are getting hit hardest, because of their…
Labor Law Prof Blog
Annuitizing 401Ks?
Phyllis Borzi (photo left), just nominated as Assistant Secretary of Labor for the Employee Benefits Security Administration, says it's coming. See Borzi Strong on DC Fee Disclosure Issue in PIonline.com,…
The Retirement Plan Blog
Train pulling out of the station for annuities in 401(k) plans
By Jerry Kalish
With so much going on in the retirement plan arena, I nearly missed the subhead in Pensions & Investments article, Borzi strong on DC fee disclosure issue. (Free registration may be…