Topic
401(k)
519 published works
Pension Risk Matters
Class Action Certification and 401(k) Fees
According to Class Action Litigation Report ("Court Certifies Class Action Alleging Fiduciary Breach in Charging Excessive Fees, July 25, 2008), a U.S. federal court has granted class action status to a claim…
The Retirement Plan Blog
What’s old is new again: commuter benefits under Section 132
By Jerry Kalish
The results of a recent survey by Putnam Investments come as no surprise to those of us that are involved with 401(k) plans on a daily basis. Putnam found that…
The Retirement Plan Blog
Now that we know exactly when 401(k) contributions have to be deposited, just who’s responsible for it?
By Jerry Kalish
We finally got clarity about when 401(k) contributions must be deposited when the Department of Labor (DOL) on February 28 announced a proposed safe harbor of 7 business days. But…
The Retirement Plan Blog
There’s no such thing as a bullet-proof 401(k) plan
By Jerry Kalish
The Lawrence Berkeley National Lab calls KEVLAR® the "Wonder Material" on it’s website because of its strength. The material is used by law enforcement, the military, and by civilians. Police…
The Retirement Plan Blog
Retirement planning vs. March Madness(R)
By Jerry Kalish
It starts tonight, the 2008 NCAA Men’s basketball tournament (the play-in game between Mt. St. Mary's and Coppin St. with the winner having the dubious honor of playing North Carolina…
Lancaster Law Blog
ESOPs and Company Stock Matches to 401(k): The Bear Stearns Lesson
Charley Blaine hit the nail on the head with his observation about the Bear Stearns' fallout appearing in his posting MSN moneyblog: My guess is that Bear Stearns' 14,000 employees…
The Retirement Plan Blog
Department of Labor proposes safe harbor rule for deposit of employee 401(k) contributions…finally
By Jerry Kalish
We had been waiting for this for some time: a safe harbor rule for the time by which retirement plan sponsors must deposit employee 401(k) contributions. On February 28, 2008,…
Boston ERISA & Insurance Litigation Blog
Fiduciary Obligations – and Common Sense – Support Hiring Outside Expertise for 401(k) Plans
One of the common themes of many of my posts, as well as of many of the judicial opinions, concerning fiduciary obligations of companies sponsoring 401(k) plans is the need…
Securities Law Prof Blog
FINRA-AARP Partnership is Criticized
Some securities firms are critical of FINRA's partnership with AARP to promote automatic 401(k) enrollment ("Retirement Made Simpler") because they view AARP's for-profit financial services unit as a competitor. It…
Boston ERISA & Insurance Litigation Blog
A Couple of Other Perspectives on LaRue
There’s a lot out there on the Supreme Court’s ruling in LaRue, and I thought I would pass along today a couple of articles and blog posts that approach the…