|
Got News?
If you have news of interest to the 401k marketplace, email it to us here
|
|
Welcome to 401khelpcenter.com
With the explosive growth of government and private internet sites containing information, opinion, analysis, marketplace news, legislation, court cases, rules, and other 401k and 403(b) resources, your challenge to identify salient information and issues that really matter is greater than ever. That's where 401khelpcenter.com excels. We are a knowledge service that curates -- finds, groups, organizes and shares -- the best and most relevant information for people who sponsor, advise, design, administer, make policy about, participate, or are otherwise interested in 401k and 403(b) plans.
|
Marketplace News
 Integrated Retirement Delivers Customized TPA Training
JP Morgan Retirement Hires McDermott to Head Sales
Financial Engines to Harness 401k Data Using SAS
CFDD Launches Custom QDIA Association
ING Mutual Funds Added to CPI Platform
View All »
Daily Digest
The Daily Digest is where we aggregate the latest published material on 401k trends, fiduciary issues, legislative action, court cases, opinion, rule changes, insights, surveys, studies, commentary and more. The information is updated daily.
Summary: You decide that offering a retirement plan to employees is a wise choice...a great way to attract quality employees, and a great way for you to save for retirement too, a win-win situation. Arm yourself with as much information as possible while you embark on the journey to establish a plan, and be aware of common pitfalls of pension administration.
Source: Benefit Resources, June 2012
Summary: The DOL's Field Assistance Bulletin 2012-02 issued on May 7, 2012 included new participant fee disclosure requirements for brokerage windows and other self-directed brokerage arrangements. These new surprise requirements may pose a challenge for plan administrators and service providers.
Source: Kelly, Hannaford & Battles PA  , June 2012.
View All »
Collected Wisdom™
Our researchers look for what they think are some of the better resources available to assist you in administering your plan or helping your clients. We group these resources in our COLLECTED WISDOM™ topics to make it easy for you to locate the information you need. Each item in a category contains a summary and date of when it was placed in the group.
We also maintain some older material in these collections for perspective and context.
View All »
Insights: Research and White Papers
There is a great deal of research published annually around defined benefit plans and related issues. We index much of it here.
Summary: Jeff Robertson, an attorney with Barran Liebman LLP, represents plan sponsors and retirement plan services providers in all areas of benefit planning. We spoke with him recently to find out when it is - and is not - appropriate to hire an attorney to work with your plan; following are some of his comments.
Source: 401khelpcenter.com, June 2012
Summary: Despite what some other kinds of plan providers think, being a retirement plan financial advisor is a hard enough job thanks to the recruitment and retention of plan sponsor clients. So this article is to advise financial advisors on what mistakes to avoid in their role when working with their retirement plan clients.
Source: Rosenbaum Law Firm PC, June 2012.
View All »
|
|
This Month's Site Sponsor is:
|
Tools and Resources
Calculators, charts, samples, directories and other resources to help you run and manage your plan or practice.
View All »
Viewpoint: Opinion and Commentary
People speak out on a variety of issues of interest to those in the 401k industry. One of our most interesting areas.
Summary: While stable value returns have been declining due to the low interest rate environment, they continue to offer a considerable premium over money market funds for defined contribution investors. And, they are an excellent diversifier for a 401k investment portfolio.
Source: Plan Sponsor Council of America, June 2012.
View All »
Legal, Court and Legislative Items of Interest
This is a directory and index of articles that review recent court rulings and bills, hearings and other actions in Congress.
Summary: There is a growing trend: lawsuits filed by (or on behalf of) ERISA plans against investment providers for charging excessive fees or otherwise gleaning improper profits from investments used in ERISA plans. What is unusual about the trend is that the while the suits are purportedly filed by the plans, the plans' fiduciaries often have no involvement with bringing suit against their service providers.
Source: Seyfarth Shaw LLP, May 2012
View All »
Fiduciary Related News and Intelligence
These are general news and articles around fiduciary issues.
Summary: Facing fierce financial industry resistance, a pending regulation that would expand the definition of "fiduciary" for anyone providing investment advice about retirement plans is confronting another hurdle: the fall election. DOL and SEC likely will delay any moves until after November vote.
Source: Investmentnews.com (Free Registration May Be Required), May 2012
Summary: Plan fiduciaries violated their duties under ERISA by failing to monitor recordkeeping costs and to negotiate rebates from a recordkeeper that was paid through revenue sharing, according to a federal trial court in Missouri.
Source: CCH, May 2012
View All »
|
