401(k) and 403(b) Information - 401khelpcenter.com
Need help with 401k and 403(b) plan rules and other issues? We have answers for plan sponsors, small business and plan participants. Free, unbiased and informative.
Plan Sponsor Council of America Joins American Retirement Association - 401khelpcenter.com
PSCA will join the ARA under the terms of a combination agreement signed by the Board of Directors of both organizations.
Jocelyn Pension Joins the Alliance Benefit Group - 401khelpcenter.com
Alliance Benefit Group (ABG) is expanding its presence in the retirement plan industry.
Pensionmark and Pension Resource Institute Partner - 401khelpcenter.com
Pensionmark and Pension Resource Institute Partner to Enhance DOL Fiduciary Preparedness for Pensionmark Advisors
PFM Accelerates DC Marketplace Growth With Acquisition - 401khelpcenter.com
PFM has announced an agreement to acquire the assets of Fiduciary Capital Management.
Hybrid-Robo Financial Advisor BrightPlan Launches - 401khelpcenter.com
First hybrid-robo advisory service certified by the Centre for Fiduciary Excellence.
LLR Partners Invests in Retirement Plan Solutions Provider PCS - 401khelpcenter.com
LLR Partners announced it has completed a minority investment in Professional Capital Services.
Stadion Announces Strategic Partnership With ABG - 401khelpcenter.com
Stadion Money Management's Managed Account Solution Available to Alliance Benefit Group's Network of Independent Recordkeepers
Keith Cattaneo Joins Pentegra as Regional Director - 401khelpcenter.com
Pentegra announced today that Keith Cattaneo has joined the organization as a Regional Director for qualified retirement plan sales.
Ascensus Acquires Georgia Based Retirement Strategies - 401khelpcenter.com
Ascensus announced the acquisition of Retirement Strategies, Inc. (RSI).
ASPPA Welcomes Adam Pozek as 49th President - 401khelpcenter.com
The American Society of Pension Professionals & Actuaries (ASPPA) inaugurated Adam C. Pozek, QPA, QKA, CPFA, as the new President.
PenChecks and PensionPro Partner on Technology - 401khelpcenter.com
PenChecks Trust and PensionPro Team Up to Automate Retirement Distributions
Newport Group Completes Acquisition of Evercore Trust Business Unit - 401khelpcenter.com
Newport announced that it has completed its acquisition of Evercore Trust's institutional trust and independent fiduciary business.
2018 401k Retirement Plan Contribution Limits - 401khelpcenter.com
2018 Pension Plan Limitations; 401k Contribution Limit Projected at $18,500 for 2018
NARPP Introduces New Retirement Program Called Icon - 401khelpcenter.com
NARPP Introduces Icon -- The First Retirement Plan Built for The Modern Workforce
McDermott Announces Determination Letter Replacement Program - 401khelpcenter.com
A new opinion letter and operational review program for individually designed 401(a) and 403b retirement plans.
Riskalyze Launches Retirement Solutions Platform - 401khelpcenter.com
Announces Enhancements to Pro, Premier and Autopilot Products at Fearless Investing Summit
RiXtrema Creates Fiduciary Rule Checklist - 401khelpcenter.com
Advisors answer specific questions, can ensure regulatory compliance, and tells what they need to do now.
Index of 401k Marketplace News - 401khelpcenter.com
The following is an index of 2015 press releases contained in the 401khelpcenter.com database.
Collected Wisdom - 401khelpcenter.com
Some of the better resources available to assist you in administering your 401k plan.
Daily Article Digest of 401k, 403b and retirement plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403b plans.
401k Plan Insights: Trends, Research, and White Papers - 401khelpcenter.com
Lots of talk and dicussion about 401k retirement plans and their rules, but what are they?
Fiduciary Related News and Intelligence - 401khelpcenter.com
Insights and News for the 401k Fiduciary and Advisor
Tools and Resources - 401khelpcenter.com

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Press and other information on the 401khelpcenter.com
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Glossary of 401(k) and Related Terms
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Small Business, Solo 401k, Individual(k), Solo(k), Uni(k) and One-person 401k, SEP - 401khelpcenter.com
Need help with small business 401k plans or solo 401ks? We have answers for plan sponsors, small business and plan participants. Free, unbiased and informative.
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Need help with 401k plan rules and other issues? We have answers for plan participants. Free, unbiased and informative.
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2017 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k plan contribution limits for tax years 2010 - 2016
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Stadion Money Management Debuts TargetFit - 401khelpcenter.com
Offers participants of same age different allocations based on risk profile.
Ubiquity Partners With HealthEquity to Integrate 401k and HSAs - 401khelpcenter.com
Savers can now invest intelligently and reduce costs with a single view of their retirement and health funds.
Captrust Announces Merger With Davidson & Garrard - 401khelpcenter.com
Lynchburg, VA-based firm brings more than $700 million in client assets.
DWC - The 401k Experts Announces Merger With Hawkins Retirement - 401khelpcenter.com
DWC is uniting with Hawkins Retirement, a Utah based firm that provides the same services, under the DWC brand.
New Jersey Office Added to Pensionmark Network - 401khelpcenter.com
Pensionmark and Benefitmark Partner for First New Jersey Office in the Network
BPAS Hires Midwest Wholesaler - 401khelpcenter.com
Mike Hahn has joined the firm as an External Wholesaler located in the Midwest.
Captrust Acquires Tampa-Based CapTrust Advisors - 401khelpcenter.com
The combined organization will now operate in 34 offices nationwide and advise on more than $243 billion in client assets.
Hancock Appoints Nick McParland National Sales Manager - 401khelpcenter.com
John Hancock Retirement Plan Services Appoints Nick McParland National Sales Manager, Mid, Large and Taft-Hartley Markets
DOL Extends Nominations Period for 2018 ERISA Advisory Council - 401khelpcenter.com
The deadline to submit nominations is Aug. 31.
Principal Launches New Retirement Modeling Planner - 401khelpcenter.com
First of its kind digital platform facilitates retirement readiness for employers, employees.
CUNA Mutual Retirement Solutions Enhances Technology - 401khelpcenter.com
PlanOnTarget Program Provides Advisors, Plan Sponsors and TPAs Robust Technology Capabilities
Trust Builders Announces Company Name Change - 401khelpcenter.com
Trust Builders, Inc. announced its new name, Retire Ready Solutions.
TRA Announces Acquisition of Retirement Planning, Inc. - 401khelpcenter.com
TRA announced the acquisition of Retirement Planning, an independently owned third-party administration and consulting firm headquartered in Grand Rapids, MI.
Cammack Adds to Consulting Staff - 401khelpcenter.com
Cammack Retirement Group announced that John Buckley has joined as a consultant in the Wellesley, Massachusetts office.
PSCA Announces 2017 Board of Directors - 401khelpcenter.com
Previous Executive Director Tony Verheyen Returns to the Board
DiMeo Schneider Introduces SMART PLAN 401k Service - 401khelpcenter.com
Delegated Fiduciary Services for the Small 401k Plan
Industry Expert Bob Kaplan Joins the American Retirement Association - 401khelpcenter.com
ARA is pleased to announce the addition of Bob Kaplan to its Retirement Plan Academy team.
Ascensus Announces Acquisition of Benefits of Missouri - 401khelpcenter.com
Addition of Retirement Administration Firm Will Expand Ascensus' Midwestern Presence
RCH's Auto Portability System Goes Live - 401khelpcenter.com
Solution Introduces First Automatic, End-to-End Processing of Rollovers into 401k Plans, Reducing Costs for Retirement Plans and Their Participants
DWC ERISA Consultants Rebrands - 401khelpcenter.com
DWC ERISA Consultants has rebranded as DWC - The 401k Experts.
Lockton Retirement Expands Western US Staff - 401khelpcenter.com
Lockton's Retirement Practice continues growth with the addition of two senior consultants on the US West Coast.
Pensionmark Expands Proprietary Investment Tool Suite - 401khelpcenter.com
Pensionmark unveiled a suite of additional proprietary investment reporting tools this quarter.
ABG Partners With KnowHow 401k on Workshops - 401khelpcenter.com
Alliance Benefit Group offices have obtained thirteen territory licenses to offer Advisors access to the 401k Sales Champion Workshop.
United Benefit Advisors Announces New President - 401khelpcenter.com
United Benefit Advisors announces new President, Peter Weber.
USI Consulting Hires Vice President for Retirement Services - 401khelpcenter.com
Dwain Little has joined USI Consulting as Vice President of Retirement Services.
dailyVest Launches New Fiduciary Tool - 401khelpcenter.com
PlanAnalytics, a new fiduciary tool, helps manage financial wellness of employer-sponsored plans.
FeeX Launches Product to Help Comply With Fiduciary Rule - 401khelpcenter.com
Company Combines Technology Platform and a Crowdsourced Database of Fee Disclosures to Make Advisors' Jobs Easier
The Standard Names New VP for Retirement Plan Services - 401khelpcenter.com
AJ Ijaz named vice president of Retirement Plan Services.
Bill Harmon Joins Voya Financial as President of Retirement Corporate 401k Market - 401khelpcenter.com
Bill Harmon will join the company as president of Retirement Corporate 401k, effective June 30th.
Cafaro Greenleaf Welcomes Industry Veteran - 401khelpcenter.com
Darrell Pisarra joins Cafaro Greenleaf as Senior Plan Consultant
Plante Moran Adopt IRAFiduciaryOptimizer Tool - 401khelpcenter.com
Plante Moran adopts tool as they gear up to address DOL fiduciary rule compliance.
Manning & Napier Adds to Collective Investment Trust Lineup - 401khelpcenter.com
Firm announced the creation of the Disciplined Value Collective Investment Trust Fund (CIT).
Cafaro Greenleaf Launches Fiduciary Fit - 401khelpcenter.com
National Retirement Plan Advisory Firm Introduces Proprietary Reporting System That Leads Plan Sponsors to Make Better Decisions
PSCA 60th Annual Survey Open - 401khelpcenter.com
2017 survey report to include expanded trend data and analysis.
Roland|Criss Expands Digital Fiduciary Risk Management Solution to Education Sector - 401khelpcenter.com
Roland|Criss has developed a compliance framework tailored to the 403(b) plan community.
Voya Hires Jeff Cimini to Lead Retirement Organization - 401khelpcenter.com
Voya Financial announced today that it has hired Jeff Cimini to lead the company's Retirement Product organization.
Redhawk Introduces FiduciaryShield - 401khelpcenter.com
Redhawk introduced FiduciaryShield, an exclusive toolset for advisors to operate as a full fiduciary for clients.
Cohen & Steers Hires Specialist to Expand DCIO Support - 401khelpcenter.com
Jessen Fahey has joined Cohen & Steers as Vice President for the Western U.S. DCIO market.
IRI Launched Fiduciary Rule Implementation Resource Website - 401khelpcenter.com
IRI's ClientsFirstPro.org Supports Industry Awareness and Training
Fidelity Launches Funds to Simplify RMD Process - 401khelpcenter.com
Funds combine age-appropriate investment with automated payment method, take the guesswork out of determining a suitable allocation for assets that are subject to RMDs
Ascensus Announces Acquisition of Kravitz - 401khelpcenter.com
Addition of Cash Balance Market Leader Fuels Continued Company Growth
Fiduciary Benchmarks Launches IRA Rollover Service Addressing Requirements of Fiduciary Rule - 401khelpcenter.com
Fiduciary Benchmarks (FBi) announced launch of the first service in its suite of IRA offerings.
Nationwide Offers Participants Access to Retirement Readiness Report - 401khelpcenter.com
New online experience helps plan sponsors and participants with comprehensive retirement planning in a simple, actionable way.
Pensionmark Partners With Fiduciary Retirement Advisory Group - 401khelpcenter.com
Pensionmark welcomes its newest affiliate, Fiduciary Retirement Advisory Group, based in Aliso Viejo, CA.
Lincoln Offers Morningstar's New 3(38) Fiduciary Service - 401khelpcenter.com
Lincoln Financial Group to Offer Clients Flexible Fiduciary Support Powered by Morningstar Investment Management
HealthEquity to Offer 401ks Paired With HSAs - 401khelpcenter.com
HealthEquity announced a new suite of 401k services with the ability to integrate with HSAs and other consumer-driven health accounts.
Cafaro Greenleaf Welcomes Two Experienced Consultants to Team - 401khelpcenter.com
Amy Kinsman and Kevin Mundy join CG as Relationship Manager and Education Coordinator.
Pensionmark Picks Up Sixth Texas Office - 401khelpcenter.com
Pensionmark welcomes its newest affiliate, Austin-based Shepard & Walton Employee Benefits.
David Benedict Joins Consulting Group at Beltz Ianni - 401khelpcenter.com
Beltz Ianni & Associates announces the addition of David Benedict to its professional team of client advisors.
PSCA Surveys Plan Sponsors on Impact of Tax Reform on Retirement Savings - 401khelpcenter.com
PSCA has launched a survey of employers who sponsor retirement savings plans to gather their insights on possible changes to tax preferences for those plans.
Betterment for Business Adds New Members to Board of Advisors - 401khelpcenter.com
Former member of the U.S. Department of Labor, Judy Mares and former BlackRock Managing Director, Laraine McKinnon join the Betterment for Business Advisory Board
Ascensus Enhances Plan and Employee Websites - 401khelpcenter.com
Refreshed Plan and Employee Websites Designed With Users' Needs in Mind, Enhances Digital Experiences
Slavic401k Streamline Statements for Participants - 401khelpcenter.com
Slavic401k taps O'Neil Digital Solutions to reinvent documents.
CUNA Now Offering Unbundled Recordkeeping Service - 401khelpcenter.com
Advisors Can Market Company's Outcome-Focused Services and Work With Favorite TPA Provider
Capital Fiduciary Advisors Merges With Bronfman E.L. Rothschild - 401khelpcenter.com
Bronfman E.L. Rothschild will open a new office in Reston, Virginia, where the majority of the team will be based.
Evercore Sells Institutional and Fiduciary Business to Newport Group - 401khelpcenter.com
Evercore will sell the institutional trust and independent fiduciary business of its subsidiary Evercore Trust Company, N.A. to the Newport Group.
FiduciaryVest Adopts InHub's eRFP Technology - 401khelpcenter.com
The web-based software solution will enable Atlanta-Based FiduciaryVest to modernize their Request for Proposals process.
InTrust Fiduciary Group Merges With CAPTRUST - 401khelpcenter.com
CAPTRUST Financial Advisors announced that Austin, Texas-based InTrust Fiduciary Group has joined the CAPTRUST family.
Plan Sponsor Council of America Announces Leadership Changes - 401khelpcenter.com
Jack Towarnicky to Succeed Tony Verheyen as PSCA Executive Director, Kenneth Raskin will chair PSCA's Board of Directors.
PSCA 2017 Signature Award Winners Announced - 401khelpcenter.com
Plan Sponsors and Plan Providers Honored in Categories Including Financial Wellness, Digital Communications
Wagner Law Group Receives IRS Approval on Volume Submitter 403(b) Plan - 401khelpcenter.com
The Wagner Law Group has again broken new ground by receiving IRS approval of its volume submitter 403(b) plan.
AXA Announces RVP Appointments in Retirement Division - 401khelpcenter.com
AXA announced the appointments of the following Regional Vice Presidents for AXA Retirement 360SM in Retirement Plan Services.
Segal Expands Corporate Retirement Practice Staff - 401khelpcenter.com
Michael Rosenberg has joined the firm as a Senior Vice President and Senior Consultant in the Corporate Retirement Practice.
Trust Builders Expands Online Retirement Readiness Tools - 401khelpcenter.com
Trust Builders is announcing the release of the Maximum Allowable Contribution module for the TRAK-Online retirement readiness portal.
Firms Partner to Launch Fiduciary Education Training Platform - 401khelpcenter.com
Xponential Growth Solutions and ERISA Smart Announce Launch of Fiduciary Education Training Platform
PenChecks Trust, ASPPA Renew Partnership and Expand QKA Scholarship Program - 401khelpcenter.com
PenChecks and ASPPA announce the renewal and expansion of the QKA Scholarship Program for ASPPA's Qualified 401k Administrator (QKA) credential program.
Nationwide Adds 3(21) Co-Fiduciary Service From IRON Financial - 401khelpcenter.com
Nationwide has expanded its fiduciary service offerings by adding a 3(21) investment fiduciary service from IRON Financial.
AXA Rolls Out Open Architecture DC Program - 401khelpcenter.com
AXA announced its newest addition to the defined contribution marketplace: AXA Retirement 360.
Brody Geist Joins Securian's Retirement Plan Sales Team - 401khelpcenter.com
Brody Geist, a nine-year veteran of the financial services industry, has joined Securian Financial Group as a regional sales vice president.
Arnerich Massena Promotes Chris Van Dyke to Senior Consultant - 401khelpcenter.com
Arnerich Massena announced that Chris Van Dyke, CFA, CAIA, has been promoted to a senior consultant position in the firm.
OneAmerica Redesigns Retirement Readiness Website, Offers Enhanced Tools - 401khelpcenter.com
OneAmerica Offers Enhanced Online Retirement Readiness, Wellness Tools
NAPA Welcomes D'Aiutolo as President - 401khelpcenter.com
The National Association of Plan Advisors welcomed Paul D'Aiutolo as its 2017-2018 President.
Hanson Bridgett Announces IRS Determination Letter Replacement Program - 401khelpcenter.com
Program is designed for private sector (including multiemployer) and governmental individually designed plans.
Sikich Acquires Evolution Retirement Services - 401khelpcenter.com
Sikich LLP strengthens employee benefit services with acquisition of Milwaukee-area firm.
Firms Launch HSA Solution for Retirement Plan Participants - 401khelpcenter.com
Empower Retirement and Optum Launch Innovative, Integrated HSA Solution for Retirement Plan Participants
RiXtrema Partners With BrightScope to Integrate Data - 401khelpcenter.com
BrightScope's Plan Data Network allows RiXtrema's FiduciaryOptimizer seamless access and sharing of 404(a)(5) disclosure documents.
Legacy to Offer Free Online 401k Management - 401khelpcenter.com
Legacy Financial Advisors now offers online 401k management services at no cost to employers.
Trucker Huss Announces Determination Letter Support - 401khelpcenter.com
TRA has announced the acquisition of Benefit Planning & Administration, Inc. (BPA), a Pittsburgh, PA based TPA.
Greenspring Adds Experienced 401k Advisor Team - 401khelpcenter.com
Greg Hobson, CFP, AIF and Reiley Crosby join the firm as members of the Institutional Client Group.
Groups Team to Build Fintech Platform - 401khelpcenter.com
Team to build a next-generation financial tech platform for retirement plan, bank trust and wealth management providers.
Pentegra Introduces Fiduciary SmartPath - 401khelpcenter.com
SmartPath to Educate Plan Sponsors and Advisors During Changing Fiduciary Landscape
Seyfarth Expands Employee Benefits Platform - 401khelpcenter.com
Seyfarth Shaw announced that its Employee Benefits Administrative Service Center has evolved into Seyfarth Benefits Consulting.
New Book on 403(b) Essentials Published - 401khelpcenter.com
The non-profit world now has a book written to assist them in the how-to's of operating a 403(b) plan.
Unified Trust Expands Plan Administration Services - 401khelpcenter.com
Unified Trust Company announces a new business line focused on plan administration and service.
DST Launches Analytics-Based Web Dashboard For Plan Sponsors And Advisors - 401khelpcenter.com
U.S. Secretary of Labor Thomas E. Perez today announced the appointments of five new members to the 2017 Advisory Council.
PlanSource Product Release Features Mobile-Friendly Benefits Enrollment - 401khelpcenter.com
The Andromeda software release features a mobile-friendly employee experience, new navigation in the administrator interface, upgraded reports center, integrations with MetLife and updated APIs.
Voya Offers New Suite of Financial Planning and Education Resources - 401khelpcenter.com
Voya announced a suite of new financial planning and education resources to help plan sponsors make decisions that can lead to better retirement outcomes.
Morgan Stanley and Ascensus Collaborate on Small Market Retirement Program - 401khelpcenter.com
Morgan Stanley and Ascensus collaborate to create ClearFit, a new, turnkey retirement program specially-designed for the small 401k plan marketplace.
Corrie Oliva Promoted to Senior Consultant at Arnerich Massena - 401khelpcenter.com
Arnerich Massena announced that Corrie Oliva, CFA®, has been promoted to a senior consultant position in the firm.
Pension Research Council Welcomes the Vanguard Group as Director Level Member - 401khelpcenter.com
The Pension Research Council at the Wharton School of the University of Pennsylvania is pleased to announce that Vanguard has rejoined the Council as a Director Level Member.
MainStay Launches Retirement Institute to Assist Plan Advisers and Sponsors - 401khelpcenter.com
MainStay Investments announced the launch of MainStay's Retirement Institute created to assist plan advisers and plan sponsors as they navigate today's evolving governance landscape.
TPA Firm Pushes the Pace of Tech Advancement - 401khelpcenter.com
QBI a leading technology TPA firm, continues with the upcoming release of its proprietary software designed to integrate with the various services it offers.
TIAA Joins the Retirement Advisor Council - 401khelpcenter.com
TIAA has reinforced and broadened its longstanding membership with the Retirement Advisor Council.
ABC Announces Election of New Board Chair, Officers - 401khelpcenter.com
Allison R. Klausner (Conduent) to take over as chair for 50 anniversary year.
The Standard Hires Kate Tubesing as Retirement Plan Consultant - 401khelpcenter.com
The Standard announced the hiring of Kate Tubesing as a retirement plan consultant for its East Sales Region.
Trust Builders Introduces New Fiduciary-Focused Features - 401khelpcenter.com
Two New Features Help Advisors Serve Clients in a Fiduciary Capacity
PenChecks Names New VP of Institutional Sales - 401khelpcenter.com
PenChecks Trust and PensionSoft Corporation have agreed to integrate their software products.
OneAmerica Names New President of Retirement Services - 401khelpcenter.com
OneAmerica named industry veteran Pat Foley president of Individual Insurance and Retirement Services, positioning the company for continued growth.
Sheri Fitts Joins Sheridan Road Financial as Chief Marketing Officer - 401khelpcenter.com
Sheridan Road Financial announced that it has hired Sheri Fitts as its Chief Marketing Officer.
ERISA Litigator Christopher J. Rillo Joins Jenner & Block - 401khelpcenter.com
Jenner & Block announced that well-known litigator Christopher J. Rillo joined the firm as a partner in its Los Angeles and Washington, DC offices.
CUNA Adds TPA Relationship Manager - 401khelpcenter.com
Stacey Scott, an 18-year financial services industry veteran, joined CUNA Mutual Retirements Solutions.
PensionPro Acquires Benefit Insights - 401khelpcenter.com
The acquisition will allow PensionPro to assist TPAs in creating and distributing quality, comprehensive news to the pension industry.
Community Bank System Completes Acquisition of Northeast Retirement Services - 401khelpcenter.com
The combination of NRS and BPAS has created an organization with over $80 million in annual revenue.
Empower Launches Dynamic Retirement Manager - 401khelpcenter.com
Empower Retirement announced the launch of a new qualified default investment alternative (QDIA) for retirement plans.
Callan Hires Industry Veterans for DC and Independent Adviser Practices - 401khelpcenter.com
Jana Steele Joins DC Team; Corey Schier Joins Independent Adviser Group
Pensionmark Expands Into Kentucky With Addition of QFC - 401khelpcenter.com
Pensionmark welcomes its newest affiliate, Kentucky-based Quantum Financial Consultants.
Betterment Now Includes Access to Human Advice - 401khelpcenter.com
Betterment Announces New Plans That Include Access to Licensed Experts and CFP® Professionals for Financial Advice and Planning
John Hancock Enhances 'Onboarding' Capability - 401khelpcenter.com
Liveoak Technologies Selected by John Hancock Retirement Plan Services to Provide Customer Onboarding Platform
NTSA 2017 Elite Advisor Award Winners Honored - 401khelpcenter.com
The National Tax-deferred Savings Association has announced the winners of its prestigious NTSA Elite Advisor Award.
Fiduciary Benchmarks Joins the Retirement Advisor Council - 401khelpcenter.com
Fiduciary Benchmarks is one of five Associate member firms on the Council.
TIAA Introduces Custom Default Solutions - 401khelpcenter.com
Next generation of retirement plan investment options help participants target lasting income in retirement.
Fiduciary Investment Advisors Announce Employee Promotions - 401khelpcenter.com
Fiduciary Investment Advisors is pleased to announce the following promotions within the firm.
PSCA's 70th Annual National Conference Scheduled for May - 401khelpcenter.com
PSCA's 70th Annual National Conference to Focus on 'The World of Retirement' - May 2-3, 2017, Drake Hotel, Chicago, IL
The Standard Hires Retirement Plan Consultant for East Sales Region - 401khelpcenter.com
The Standard announced the hiring of Matt Daniels as a retirement plan consultant associate for its East Sales Region.
Advisor Group Debuts New Brand Strategy - 401khelpcenter.com
Advisor Group announced the launch of a new brand strategy that reflects the firm's dedication to advisors.
Ascensus Rolls Out New TPA Support Tools - 401khelpcenter.com
Ascensus has implemented a strategy to provide TPAs with more of the tools they need to run their businesses effectively.
Prudential Adds Six DCIO Team Members to Support Growth - 401khelpcenter.com
Prudential Investments announced new hires as part of a series of growth initiatives in support of its defined contribution investment-only business.
Advisor Group Appoints Steve Chipman as SVP, Strategic Acquisitions - 401khelpcenter.com
In this role, Chipman will lead the strategic planning process for all broker/dealer acquisitions.
GSM Marketing Introduces Advisor Connect - 401khelpcenter.com
Advisor Connect is a video marketing communications program for recordkeepers and TPAs.
Sheridan Road Financial Expands Denver Team - 401khelpcenter.com
Sheridan Road Financial announced that it has hired Randy Grose as a Managing Director.
Ascensus Launches New Digital Initiatives - 401khelpcenter.com
Ascensus Launches New Technological Advancements for 2017 to Support Expanding Business
TRA Acquires Pittsburgh Based Benefit Planning & Administration - 401khelpcenter.com
TRA has announced the acquisition of Benefit Planning & Administration, Inc. (BPA), a Pittsburgh, PA based TPA.
The Standard Hires Joshua Burnett as Retirement Plan Consultant - 401khelpcenter.com
The Standard announced the hiring of Joshua Burnett as a retirement plan consultant for its Central Sales Region.
MassMutual Upgrades RetireSMART Ready Tool - 401khelpcenter.com
RetireSMART Ready tool now measures retirement readiness by income goals, helps savers take action.
John Hancock to Integrate With NextCapital's Robo-Platform - 401khelpcenter.com
NextCapital announced a strategic partnership with John Hancock to expand its automated retirement advice across its 401k and IRA rollover business.
Arnerich Massena Announces Long-Term Succession Plan - 401khelpcenter.com
Tony Arnerich will retain an ownership position and serve as CIO and advisor, David Nute named CEO.
ForUsAll Ends Year on Strong Note - 401khelpcenter.com
ForUsAll Hits Over $100 Million in Assets Under Management
Advisor Group Unveils Platform Enhancements - 401khelpcenter.com
A 19-city roadshow, titled
Ameritas Adds Stadion's 401k Solution to Retirement Plan Lineup - 401khelpcenter.com
StoryLine Makes Retirement Planning a Reality for Small- and Micro-Plan 401k Participants
John Hancock to Integrate With NextCapital's Robo-Platform - 401khelpcenter.com
NextCapital announced a strategic partnership with John Hancock to expand its automated retirement advice across its 401k and IRA rollover business.
Ascensus Appoints Two New Regional VPs - 401khelpcenter.com
Andy Hockman and Michael Sperduto join retirement plan sales team.
Segal Rogerscasey Officially Acquires Marco Consulting Group - 401khelpcenter.com
Segal Rogerscasey, the SEC registered investment consulting business of The Segal Group, finalized their acquisition of Marco Consulting Group.
Orion Launches Fee-Benchmarking Tool - 401khelpcenter.com
Orion Advisor Services tool allows advisors to filter based on account size, account type and services provided.
ERISA Plan Services and FinTrust Investment Advisors Merge - 401khelpcenter.com
Mike Cruce, EPS owner and founder, joins the FinTrust team.
The Wagner Law Group Opens D.C. Office - 401khelpcenter.com
Marcia Wagner announced the opening of a new office in Washington, D.C., effective as of January 1, 2017.
ERISA Attorney Dan Brandenburg Joins The Wagner Law Group - 401khelpcenter.com
Marcia Wagner announced that ERISA attorney, Dan Brandenburg, will be joining the firm as a partner.
Lockton Retirement Expands Northeast Practice - 401khelpcenter.com
Lockton expanded its retirement presence with the addition of Michael Duckett to its Washington, DC office.
New Tool for IRAs to Help With Fiduciary Rule Compliance - 401khelpcenter.com
IRI and Fiduciary Benchmarks Announce New Tool to Evaluate Benefits and Fees for IRA Recommendations
Ascensus Announces Acquisition of Matthews Benefit Group - 401khelpcenter.com
Matthews Benefit Group is a third-party administration firm that provides plan-level compliance, administration, and actuarial services.
Jason Miller Joins Pentegra as Regional Director - 401khelpcenter.com
Pentegra Retirement Services announced that Jason Miller has joined the organization as Regional Director for qualified retirement plan sales.
NTSA 2017 Elite Advisor Award Semi-Finalists Named - 401khelpcenter.com
The National Tax-deferred Savings Association (NTSA) announces the semifinalists for the prestigious NTSA Elite Advisor Award.
DOL Announces New Appointments, Leadership for 2017 ERISA Advisory Council - 401khelpcenter.com
U.S. Secretary of Labor Thomas E. Perez today announced the appointments of five new members to the 2017 Advisory Council.
Oregon Selects Ascensus to Administer Private-Sector Retirement Plan - 401khelpcenter.com
Plan will begin launching in phases in July, starting with a pilot group of employers who volunteer.
TD Ameritrade Introduces Fiduciary Rule Resource Center - 401khelpcenter.com
Website will better equip investors to ask the right questions and make more informed decisions about their financial futures.
Alliance Benefit Group Unveils New Identity - 401khelpcenter.com
Officially launched December 1, 2016, intellicents is reimagining financial services for employers and individuals.
QBI Launches Secure Client Dashboard - 401khelpcenter.com
The TPA firm QBI Launches industry-leading tech innovation facilitates clients' data access and management.
Pensionmark Expands in Florida With Addition of ECM Group - 401khelpcenter.com
Pensionmark reveals its newest affiliate, Florida-based ECM Group.
Ascensus Announces Acquisition of National Retirement Services - 401khelpcenter.com
Addition of retirement administration firm expands Ascensus Consulting's national footprint.
Financial Ed and Tech Firms Combine Forces to Serve 401k Market - 401khelpcenter.com
The Barnum Financial Group announced a strategic alliance with Dream Forward.
Betterment for Business Surpasses 300 Plan Sponsors - 401khelpcenter.com
Largest Independent Robo-Advisor's 401k Adds Nearly a Plan Per Day and Increases Average Plan Size by 12x in First 10 Months
BenefitGuard Expands Integration With Major Payroll Providers - 401khelpcenter.com
The company announced partnerships with major payroll providers to simplify small business access to payroll-integrated 401k solutions.
Trust Builders Introduces Online Plan Participant Tools - 401khelpcenter.com
The module is a suite of three complementary reports: The Batch Gap, Contribution Analysis, and Participant Benchmark reports.
Ascensus Launches Enhanced SEP and SIMPLE IRA Program - 401khelpcenter.com
Enhanced program allows small business employers to offer employees a retirement plan with minimal administrative burden.
CUNA Names Bill Riccio as Director of TPA Relationship Management - 401khelpcenter.com
CUNA Mutual Retirement Solutions Makes Big Move Into TPA Market Industry Veteran Bill Riccio Hired as Director of TPA Relationship Management
WTIA Launches Multiple Employer 401k Plan - 401khelpcenter.com
Benefit Enables Businesses to Offer Employees Superior Retirement Services, Gain Competitive Advantage in Recruiting Top-notch Tech Talent
Ascensus Announces Acquisition of Retirement Educators - 401khelpcenter.com
New acquisition will enable Ascensus to expand its education services and help clients boost plan participation.
CUNA and Envestnet Partner on Fiduciary Outsourcing Services - 401khelpcenter.com
CUNA Mutual Retirement Solutions Partners with Envestnet | Retirement Solutions to Offer Fiduciary Outsourcing Services.
Manning & Napier Launches "Evolutionary Fiduciary" Campaign - 401khelpcenter.com
Campaign provides best practices for advisors as they adapt to the new regulatory environment.
ERISApedia Announces Professional Website Services - 401khelpcenter.com
ERISApedia.com announced a new Business Development Product: Professional Website Services.
Beltz Ianni Expands Its Retirement Plan Consulting Team - 401khelpcenter.com
Beltz Ianni & Associates announces the addition of Tony Cortina to its professional team of client advisors.
ForUsAll Launches Safe Harbor 401k Resource Center - 401khelpcenter.com
Resource Center includes
PlanPILOT Adopts InHub's RFP Technology - 401khelpcenter.com
The web-based 'Request for Proposal' solution will allow PlanPILOT to digitize firm-wide RFPs.
David Pickle Joins the Wagner Law Group - 401khelpcenter.com
Mr. Pickle specializes in all aspects of ERISA Title I provisions, including prohibited transactions and exemptions and reporting and disclosure rules.
Trust Builders Enhances TRAK Gap Analysis - 401khelpcenter.com
Trust Builders announced the release of the Sequence of Returns calculator with integration in The Retirement Analysis Kit's (TRAK's).
CBIZ Acquires California-Based ACI - 401khelpcenter.com
Actuarial Consultants provides plan design, consultation, and administration services to more than 400 clients.
PSCA's 2017 Signature Awards Nominations Open - 401khelpcenter.com
New and redesigned categories among options available through February 10 deadline.
Hancock Introduces New Financial Wellness Tool - 401khelpcenter.com
John Hancock Retirement Plan Services Introduces New Financial Wellness Tool, Expands Partnership with EverFi
Firms Partner to Provide Retirement Plans to Freelancers - 401khelpcenter.com
Honest Dollar announces a new partnership with Upwork.
Strategic Insight Acquires BrightScope - 401khelpcenter.com
Broadens its portfolio of proprietary, data, insights and business intelligence for the US retirement market.
Cetera Unveils Fiduciary Rule Tool iAnalyze - 401khelpcenter.com
Powerful practice management analytics tool designed to help financial advisors conduct in-depth analyses of DOL rule's impact on their clients' accounts.
AccountantsWorld Launches Small Business 401k Product - 401khelpcenter.com
AccountantsWorld teams up with national retirement solutions companies to give more small business employees access to retirement accounts.
2017 401k Retirement Plan Contribution Limits - 401khelpcenter.com
2017 Pension Plan Limitations; 401k Contribution Limit Remains Unchanged at $18,000 for 2017
SEI and Redtail Form Partnership to Help Advisors With Fiduciary Rule - 401khelpcenter.com
Partnership Provides Exclusive Workflows to Prepare Advisors for DOL Fiduciary Rule Implementation in 2017
PCS Launches DOL Fiduciary Rule Compliant Rollover Tool - 401khelpcenter.com
PCS has introduced an advisor-initiated rollover system that is fully compliant with the DOL fiduciary rule.
Envestnet Enhances MoneyGuidePro to Help Comply With DOL Fiduciary Rule - 401khelpcenter.com
Envestnet | Tamarac announced they are strengthening the level of integration with MoneyGuidePro giving advisors scalable, efficient tools to gather information they need to determine every client's best interest.
PenChecks and PensionSoft Announce New Partnership - 401khelpcenter.com
PenChecks Trust and PensionSoft Corporation have agreed to integrate their software products.
ASPPA Welcomes Richard Hochman as New President - 401khelpcenter.com
The American Society of Pension Professionals & Actuaries welcomed Richard A. Hochman, JD, APM, as the new president of the organization.
fi360 Unveils the Fiduciary Focus Toolkit - 401khelpcenter.com
Software provides broker-dealers and advisors with new fiduciary oversight capabilities.
ERISApedia Adds DOL Conflicted Advice Guidance - 401khelpcenter.com
Enhancements makes publication an even more valuable tool for advisors and plan sponsors.
PSCA Opens Search for New Executive Director - 401khelpcenter.com
The Plan Sponsor Council of America announced that it has opened its search for a new executive director.
Pentegra Names National Director of TPA Markets - 401khelpcenter.com
Pentegra Retirement Services announced the promotion of David Barrer to National Director of TPA Markets.
PlanPilot Adds Senior Consultant Linda Coffey to Team - 401khelpcenter.com
PlanPilot announced the newest addition to their team, Senior Consultant, Linda Coffey, who will join the firm on October 18th.
NFP Acquires SST Benefits - 401khelpcenter.com
Acquisition expands NFP's retirement capabilities for public sector employers.
ForUsAll Introduces Features to Ease Plan Conversions - 401khelpcenter.com
ForUsAll's advisory and technology platform now lets plan sponsors seamlessly upgrade their plans.
Sentinel Benefits Names New CEO - 401khelpcenter.com
Sentinel Benefits & Financial Group names Samuel Mitchell Chief Executive Officer.
Plan Sponsor Consultants Partners With InHub - 401khelpcenter.com
Plan Sponsor Consultants announced a new strategic partnership with InHub, the creator of eRFP.
Mike Reis Joins Ameritas as VP of Retirement Plans - 401khelpcenter.com
Reis is responsible for overseeing the sales and relationship management team acquired in the recent Guardian Life acquisition.
PSCA's Executive Director Tony Verheyen to Return to the Private Sector - 401khelpcenter.com
Search for a Successor Underway; Verheyen to Remain During Transition
Newport Group Integrates With the fi360 Toolkit - 401khelpcenter.com
fi360 announced that their web-based software, the Toolkit, is now integrated with the Newport Group.
Envestnet Acquires Wheelhouse Analytics - 401khelpcenter.com
Acquisition is intended to strengthen Envestnet's analytics solutions and extends reach to new markets.
Integrated Retirement Expands Participant Communications Capacity - 401khelpcenter.com
Integrated partners with Patricia (Pat) Advaney and her firm, Advaney Associates, which specializes in investment and retirement communications.
Envestnet Creates Solutions to Assist Advisors With Fiduciary Rule - 401khelpcenter.com
Envestnet introduced technology solutions and consulting services that will assist advisors and enterprises in complying with the DOL's Fiduciary Rule.
New Fiduciary Training Program Introduced - 401khelpcenter.com
LIMRA LOMA Secure Retirement Institute Launches New Fiduciary Training Program
403(b) Plans - 401khelpcenter.com
403(b) Plans, Compliance
401k Plan ERISA 404(c) Compliance And Fiduciary Duty - 401khelpcenter.com
What is your 401k plan 404(c) responsibility and liability? We have the answers here.
DOLs 408(b) Final Fee Disclosure Rule - 401khelpcenter.com
403(b) Plans, Compliance
Automatic 401k Plan Features - 401khelpcenter.com
This is an archive of information related to 401k automation features like automatic enrollment.
401k Plan Blackout Periods - 401khelpcenter.com
The issue of 'blackout' (often called lockdown or transition) periods has become an important issue.
Books of Interest to the Retirement Plan Community - 401khelpcenter.com
This is a short bibliography of helpful and practical books around 401k plans and related issues.
Canadian Pension and Retirement Plan Related Issues- 401khelpcenter.com
403(b) Plans, Compliance
Choosing and Monitoring 401k Plan Providers and Advisors - 401khelpcenter.com
Need help and insight on choosing or monitoring your 401k plan vendors? This resource will give you all the informatin you need.
401k Plan Company Stock - 401khelpcenter.com
What are the issues around company stock in your 401k plan?
Compliance and Regulatory Related Issues - 401khelpcenter.com
401k Compliance and Regulatory Related Issues
Court and Legal Actions Related to Retirement Plans - 401khelpcenter.com
A directory and index of articles that review what is happening in the courts and legal system.
Cybersecurity Risks and Liabilities - 401khelpcenter.com
Cybersecurity Risks and Liabilities for Employers, Retirement Plan Sponsors and Fiduciaries
DB(k) Plans - 401khelpcenter.com
How do I provide great 401k education and increase my participation?
Employee 401k Education, Participation, and Communications - 401khelpcenter.com
How do I provide great 401k education and increase my participation?
ERISA Advisory Council Working Reports - 401khelpcenter.com
These final reports can provide both valuable information and insight into issues studied.
ERISA Bonding - 401khelpcenter.com
ERISA bonding requirements are quite voluminous and complex.
Exchange Traded Funds in 401k Plans - 401khelpcenter.com
How do I provide great 401k education and increase my participation?
401k Plan Fees and Expenses - 401khelpcenter.com
Are you paying to much to run your 401k plan? This article will give you the inside track on the issue.
Fiduciary Responsibility and Liability Issues - 401khelpcenter.com
What is your 401k plan fiduciary responsibility and liability, including 404(c)? We have the answers here.
DOL's Final Fiduciary Rule on Conflicts of Interest and Best Interests Contract Requirement - 401khelpcenter.com
The DOL issued a final rule defining the term fiduciary for investment advisers and brokers providing investment advice to participants and beneficiaries of employee benefit plans governed by ERISA.
401k Plan Hardship Withdrawals -- 401khelpcenter.com
What are the 401k rules regarding hardship withdrawals and how do I administer them?
Participant and Investment Advice in 401k Plans - 401khelpcenter.com
Is it wise to provide investment advice to plan participants? Review the current thinking on this trend.
401k Investment and Plan Committees - 401khelpcenter.com
401k Investment and Plan Committees: Why, Best Practices, and Improving Effectiveness
401k Investment Policy Statements - 401khelpcenter.com
Struggling with writing a 401k investment policy? Here is an excellent review of the issues and guidelines.
Legislative Actions Related to Retirement Plans - 401khelpcenter.com
A directory and index of articles that review what is happening in Congress and Washington DC.
401k Loan Issue - 401khelpcenter.com
A great review of the rules, regulations and guidelines on 401k loans with lots of links to other sources.
Opinion and Commentary - 401khelpcenter.com
People within the 401k industry speak out on a variety of issues.
Pension Protection Act of 2006 - 401khelpcenter.com
Here is a collection of information covering the PPA
Retirement Plan Advisor's Practice Management - 401khelpcenter.com
Here is a collection of information around issues dealing with a Retirement Plan Advisor's Practice Management.
Qualified Default Investment Alternative - 401khelpcenter.com
Information on Qualified Default Investment Alternatives (QDIA).
Qualified Domestic Relations Orders -- QDROs - 401khelpcenter.com
Information on QDRO's
401k Plan Revenue Sharing - 401khelpcenter.com
Here is information to help you understand the issue of revenue sharing.
Roth 401k Issues - Roth 401k - 401khelpcenter.com
The Roth 401k is designed to allow 401k plan participants to make their contributions to the plan on an after-tax basis.
Safe Harbor 401k Retirement Plans - 401khelpcenter.com

Self Directed Brokerage Account Option in 401k Plans - 401khelpcenter.com
Describes the trend towards self directed brokerage options in 401k plans.
Solo 401k Retirement Plans - 401khelpcenter.com
Planning for retirement? Take a look at another option brought about by recent tax changes.
Studies and Research focused on 401k Plans - 401khelpcenter.com
Looking for information on 401k eligibility, how many plan provide for loans, the best vendors?
Collected Wisdom on Target-Date Funds - 401khelpcenter.com
Information on Target-Date Funds
Archive of 401k and 403(b) plan trends, news, comment, rules and other issues - 401khelpcenter.com
This archive contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k plans.
Behaviors and Methodology Determine Both Suitability and Fulfilling Fiduciary Duties - 401khelpcenter.com
Ethical behaviors are not determined by outcomes structured within the confines of a contract.
How Women Entrepreneurs Can Turn the Retirement Tide in Their Favor - 401khelpcenter.com
Advice for women entrepreneurs on retirement savings.
Generation of "Super Savers" Crushing Retirement Goals - 401khelpcenter.com
A few small sacrifices today help them better prepare for tomorrow.
Small Businesses Are Boosting Benefits of Their 401k Plans - 401khelpcenter.com
How America Saves: Small business edition reports on five years of benchmarking data..
Survey: Potential Impact of Tax Reform on Employees' Retirement Savings - 401khelpcenter.com
PSCA released the results of a new snapshot survey to gather insights on the impact of possible changes to tax preferences for retirement savings plans.
Millennials Make Greatest Gains in 401k Plan Participation - 401khelpcenter.com
Gen Xers borrow the most from their 401k plans. Boomers participate in 401k plans at a greater rate than younger coworkers, but investment diversification lags.
Report Finds Retirement, College, and Health Savings Activity Expanding - 401khelpcenter.com
Data Highlights How Americans Are Contributing to 401ks, 529 College Savings Plans, and Health Savings Accounts
Survey Finds Financial Wellness Programs Are Gaining Momentum With Employers - 401khelpcenter.com
A new survey from Charles Schwab reveals that financial wellness programs are quickly becoming a core part of employee benefit and compensation packages.
Consultants Say Target-Date Review Tops Plan Sponsor Priority List - 401khelpcenter.com
Consultants predominately recommend target-date funds that blend active and passive strategies.
Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste - 401khelpcenter.com
RiXtrema announced the findings of a big data quantitative research effort on DC plans.
Less Than Half of Americans Confident They'll Reach Financial Goals by Retirement - 401khelpcenter.com
Golden Years Lose their Luster as Vast Majority Anticipate Financial Sacrifices in Retirement: AICPA Survey
Questioning 401k Lawsuits Based on Investment Outcomes - 401khelpcenter.com
Why are so many legal actions and allegations against Employer Retirement Plans Sponsored Plans based on subjective endeavors with unknown outcomes?
Fiduciary Prologue to a Cross-Examination - 401khelpcenter.com
The litmus test for suitable behaviors and the products that result is woven from fiduciary responsibility.
What If the DOL Wrote the Rules of Golf? - 401khelpcenter.com
There are two faces to a fiduciary standard -- Positive and Punitive.
ERISA Compliance Quick Checklist - 401khelpcenter.com
Compliance with the Employee Retirement Income Security Act (ERISA) begins with knowing the rules.
ERISA Compliance Quick Checklist - 401khelpcenter.com
Compliance with the Employee Retirement Income Security Act (ERISA) begins with knowing the rules.
401k Service Providers and Cybersecurity: Questions to Ask - 401khelpcenter.com
Here are some cybersecurity questions plan fiduciaries should be asking service providers.
Benchmark Your 401k Plan: 2015 - 401khelpcenter.com
How Does Your Company's 401k Plan Compare With Other 401k's?
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Free Solo(k) Solo 401k Retirement Plan Provider List - 401khelpcenter.com
Free Solo(k) Retirement Plan Provider List
401k Plan Sponsors Resource Guide on General Distribution Rules - 401khelpcenter.com
These required distribution rules apply individually to each qualified plan.
The ERISA Fidelity Bond - 401khelpcenter.com
A fidelity bond is required to protect the assets in a retirement plan from misuse or misappropriation by the plan fiduciaries.
Investment Selection and Monitoring: A Practical Approach to Best Practices - 401khelpcenter.com
The origin of the 401k may not be the most important story in American history. But more than 20 years after this popular retirement vehicle was created, the true story has yet to be told.
Locating Lost 401k Plan Participants - 401khelpcenter.com
Many employers discover that finding missing 401k participants can be next to impossible.
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Roth 401k Analysis Tool - 401khelpcenter.com

Sample 401k Vendor Request for Proposal (RFP) - 401khelpcenter.com
Need help selecting a 401k vendor? Here is guidance on creating a great RFP.
Sample 401k Investment Policy Statement - 401khelpcenter.com
Sample investment policy statement for a defined contribution plan.
Selecting and Monitoring Pension Consultants: Tips for Plan Fiduciaries - 401khelpcenter.com
To encourage the disclosure and review of more and better information about potential conflicts of interest, the DOL and the SEC have developed the following set of questions.
Pension Online Pages - 401khelpcenter.com

The Opportunity Cost and Fiduciary Implications of Retirement Plan Fees - 401khelpcenter.com
The largest area of legal exposure to a plan sponsor is to not act at all.
Why You Need to Consider Retirement Plan Advisor Due Diligence - 401khelpcenter.com
Here are some of the points we recommend exploring when considering a plan advisory firm.
401k Newsletter - 401khelpcenter.com

Retirement Industry Acronyms and Abbreviations - 401khelpcenter.com

404 Error - 401khelpcenter.com

What is a 401k Retirement Plan? A Quick Overview - 401khelpcenter.com
Lots of talk and dicussion about 401k retirement plans and their rules, but what are they?
Does my employer have to provide a matching contribution? - 401khelpcenter.com
Does my employer have to provide a matching contribution?
How do I find / locate an old 401(k)? - 401khelpcenter.com
There are generally five methods you can use to find an old 401k plan.
If I needed to get access to the cash, what are my options? - 401khelpcenter.com
I have a 401k account at my former employer. If I needed to get access to the cash, what are my options?
If a Company You Work for Goes Bankrupt, What Happens to Your 401k - 401khelpcenter.com
The Employee Retirement Income Security Act (ERISA) provides these protections by requiring the plan assets to be held in a trust account, apart from the employer's assets.
Frequently Asked Questions About 401k Plans - 401khelpcenter.com
A list of frequently asked questions and answers about 401k plans.
ERISA Compliance Quick Checklist - 401khelpcenter.com
Compliance with the Employee Retirement Income Security Act (ERISA) begins with knowing the rules.
401k Asset Allocation Made Simple - 401khelpcenter.com
The allocation of your 401k assets doesn't have to be difficult.
Behavioral Finance -- What's Behind Your Investing Decisions? - 401khelpcenter.com
Are you overconfident? You may be, if you believe...
Company Stock In Your 401k - 401khelpcenter.com
Should you have company stock in your 401k?
401k Investment Basics - 401khelpcenter.com
Need some help with the investment basics in your 401k?
Indexing Prevails In 'Stock Picker's' Market - 401khelpcenter.com
Indexing Prevails In Stock Picker's Market
The 'Magic' of Compounding - 401khelpcenter.com
401k investing and the magic of compounding.
Ten Steps to Creating a Financial Plan To Create a Secure Retirement - 401khelpcenter.com
Ten Steps To Creating a Financial Plan To Create a Secure Retirement
Making the Transition: A Pre-Retirement Checklist - 401khelpcenter.com
Here is a checklist prepared by Fidelity Investments that should help those approaching retirement.
401k Asset Allocation - 401khelpcenter.com
What is the value of asset allocation in your 401k?
401k Asset Allocation - 401khelpcenter.com
Nurture Your 401k Portfolio Using Asset Allocation
401k Investment Style and Allocation - 401khelpcenter.com
Why is knowing the investment style of a mutual fund so important in your 401k?
Understanding Investment Risk In Your 401k - 401khelpcenter.com
Keep investment risk balance is the key. Do you know how to do it?
Top 10 Reasons to Join Your 401k Plan - 401khelpcenter.com
Top 10 Reasons to Join Your 401k Plan
401k Plan Loan and Withdrawal - 401khelpcenter.com
Information on the rules and regulations related to 401k loans and withdrawals.
401k Plan Hardship Withdrawals - 401khelpcenter.com
Want to take a 401k plan hardship withdrawal? Here is a good outline of the rules and regulations.
Hardship Withdrawals Give Access to Your 401k Savings, but at a Cost - 401khelpcenter.com
Hardship Withdrawals Give Access to 401k Savings, But at a Cost
Emergency Access to Your 401k: Hardship Withdrawals - 401khelpcenter.com
How do you get at your 401k in an emergency?
Don't Tap Your 401k to Pay Off Debt - 401khelpcenter.com
Should you tap your 401k for a loan or hardship to pay off debt?
Other Good Information on and About 401k's - 401khelpcenter.com
Articles and other information on important 401k issues you need to know About in order to properly manage your account.
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2017 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k plan contribution limits for tax years 2010 - 2016
New Report Highlights 403b Retirement Plan Trends - 401khelpcenter.com
2017 Plan Sponsor Council of America survey delivers data plan sponsors need to help employees reach retirement goals.
2016 PSCA Survey Highlights 403(b) Plan Trends - 401khelpcenter.com
The eighth annual benchmarking survey of 403(b) plans.
White Paper Released on Auto Enrollment in 401k and 403(b) Plans - 401khelpcenter.com
Paragon Alliance Group has developed a new white paper that is designed to provide insight into the pros and cons of auto enrollment.
Plan Design Can Boost Employee Contributions to Canadian Group Retirement Plans - 401khelpcenter.com
Better strategic design of group retirement plans and raising contribution rates can help employers improve employees' retirement savings.
Nine in 10 Canadian DC Plan Sponsors Meet Their CAP Goals - 401khelpcenter.com
Nine in 10 Capital Accumulation Plan sponsors meet their CAP goals, despite mixed participation in DC, RRSP plans
Retirement Elusive for Many Canadians - 401khelpcenter.com
New LIMRA report points to lack of knowledge and planning.
IRS Simplifies Procedures for Favorable Tax Treatment on Canadian Retirement Plans - 401khelpcenter.com
The IRS made it easier for taxpayers who hold interests in either of two popular Canadian retirement plans to get favorable U.S. tax treatment.
Changing 401k Plan Vendors? There is No Such Thing as Too Many Questions - 401khelpcenter.com
Recently Ed Moss, Senior Vice President, Employee Benefits at FirstMerit Corporation (www.firstmerit.com) provided some tips for plan sponsors who are considering changing 401k plan vendors.
Cogent Report: Fees Most Common Reason for Switching Recordkeepers - 401khelpcenter.com
Empower Retirement Voted Best Value for the Money by 401k Plan Sponsors
Finding "Best Fit" in a Retirement Plan Provider through the RFP Process - 401khelpcenter.com
Be it advice on retirement plans, your health or home repair, conflict of interest is not a positive.
Proposal Games: Why You May Not Know What Your 401k Plan Will Cost - 401khelpcenter.com
Be wary of 'proposal games' played by retirement plan providers.
Improvement in 401k Education Can Boost Retirement Outcome - 401khelpcenter.com
Working Americans Expect 401ks to Provide Primary Source of Retirement Income, But Lack of Education Creates Missed Opportunities
Retirement Communications: Emerging and Future Trends - 401khelpcenter.com
While effective communications can offer a competitive edge for a retirement provider, the costs run high if not done efficiently, according to Broadridge Research
Embracing Social Media and Mobile Technology in 401k Communications - 401khelpcenter.com
The participation in social media and the use of mobile technology among 401k plan participants has increased exponentially.
Improving Retirement Plan Participant Decisions - 401khelpcenter.com
As a plan sponsor and fiduciary, part of your responsibility is to help your participants make better choices when it comes to their retirement investments.
Secrets of the Highly Effective Retirement Savers - 401khelpcenter.com
When Saving for Retirement, Empowerment and Confidence among Savers is Paramount to Increased Savings, BlackRock Poll Reveals.
How Employers Can Foster Retirement Savings - 401khelpcenter.com
Here are five key ways an employer can help foster a community of savers for retirement in their company.
How to Increase 401k Plan Participation - 401khelpcenter.com
Need help increasing 401k plan participation? This article provides eight things you can do to help.
Internet Resources For Employee Retirement Education - 401khelpcenter.com
Looking for good 401k Internet employee retirement education resources?
Report of the Working Group on Plan Fees and Reporting on Form 5500 - 401khelpcenter.com
The Working Group Proceedings and Recommendations.
Report of the Working Group on Fee And Related Disclosures To Participants - 401khelpcenter.com
The Working Group Proceedings and Recommendations.
The DOL on ERISA Fidelity Bonds - 401khelpcenter.com
This DOL article provides an overview of the fidelity bonding requirements.
ETFs Non-Player in 401ks, CITs Gaining Attention - 401khelpcenter.com
ETFs Make Up Less Than Half a Percent of Investment Vehicles Used in 401k Plans, Collective Investment Trusts are gaining more attention.
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A Primer on Plan Fees - 401khelpcenter.com
A guide to the different plan fee pricing models and the steps to take to ensure fees are reasonable.
Peeling Back the Fiduciary Layers and Unscrambling the Fiduciary Confusion - 401khelpcenter.com
Why the Defined Contribution industry is still struggling with the fundamental concept of being a fiduciary?
Solo 401k is a Retirement Plan Alternative for the Self-Employed - 401khelpcenter.com
How does a retirement plan help small business owners? Author suggests at least five.
Ten Fiduciary Duties - 401khelpcenter.com
Here is a general overview of fiduciary duties and responsibilities.
DOL's Finalized Fiduciary Rule Released - 401khelpcenter.com
As rumored, this morning the Department of Labor finalized a rule and related exemptions that are intended to ensure that retirement savers get investment advice in their best interest.
A First Look at the DOL's Revised Fiduciary Rule - 401khelpcenter.com
The DOL's proposed new fiduciary rule which will expand the types of retirement investment advice covered by fiduciary protections.
Fiduciary Best Practices Proposed - 401khelpcenter.com
The Institute for the Fiduciary Standard has proposed eleven Best Practices fiduciaries should meet.
Labor Secretary Perez Defends Fiduciary Rule - 401khelpcenter.com
Statement of US Labor Secretary Perez on legal challenge to department's efforts to ensure best interest retirement advice.
Lawsuit Challenges DOL's Fiduciary Rule - 401khelpcenter.com
Plaintiffs look to court to strike down over-reaching federal regulations that will restrict hardworking Americans' access to retirement advice and planning services.
Best Practices for Reducing Loans, Hardship Withdrawals, and Impulsive Investment Decisions - 401khelpcenter.com
Best Practices for Reducing Loans, Hardship Withdrawals, and Impulsive Investment Decisions Made by 401k Plan Participants
Investment Education or Investment Advice: Which Are You Providing? - 401khelpcenter.com
How do you know if you are giving investment education or investment advice?
Investment Advice And Fiduciary Liability - 401khelpcenter.com

The Pitfalls of Taking a Loan From Your Retirement Plan - 401khelpcenter.com
Tax planning is an important process for most of us, but even more so for small business owners and self-employed professionals.
Considering a 401k Loan? Weigh Your Options Before Borrowing - 401khelpcenter.com
Millennials at Greatest Risk When Taking Out Home Loans, Borrowing 37 Percent of Retirement Savings on Average
Infographic on Retirement Plan Loans, Withdrawals and Distributions - 401khelpcenter.com
Retirement Plan Loans, Withdrawals and Distributions Quick Guide
SSGA Chief Calls on Congress to Mandate Workplace Retirement Coverage - 401khelpcenter.com
Outlines framework guaranteeing access to workplace retirement savings plans that could reduce savings shortfall by up to $740 billion.
It's Time to Promote Retirement Savings - 401khelpcenter.com
It's time for Advisors and others to explore, understand and bring information to all individuals and employers to promote retirement savings.
The Two Faces of a Fiduciary Standard: Positive and Punitive - 401khelpcenter.com
There are two faces to a fiduciary standard -- Positive and Punitive.
RadioShack Workers Will Lose Their Jobs and Their Retirement - 401khelpcenter.com
RadioShack workers won't be just losing their jobs as a result of the company's bankruptcy filing, but a big chunk of their retirement savings as well.
Pension Protection Act Signals a New Era for the Private Pension System - 401khelpcenter.com
Consider the remarkable contrast of policy in Washington towards the private pension system when compared to the prevailing policies of the past twenty years.
Some Lessor Provisions of the Pension Protection Act of 2006 - 401khelpcenter.com
Here are a few highlights on other provisions of the bill.
Lead Magnets: A Social Selling Tip - 401khelpcenter.com
Today's business world -- and particularly selling environment -- no longer takes place in a linear, flat fashion.
Four Secrets of Successful Plan Advisors - 401khelpcenter.com
Fidelity announced the results of its sixth annual plan sponsor attitudes survey, which revealed four secrets of successful plan advisors.
Professional Retirement Plan Advisors Have Significant Impact on Retirement Plan Performance - 401khelpcenter.com
New study highlights the benefits of working with a professional retirement plan advisors.
New Demands Require New Approaches for Recordkeepers - 401khelpcenter.com
Retirement administrators today face challenges from both their front-office and back-office operations. These new demands require new approaches for recordkeepers.
Chatham Releases TPA Benchmarking Study - 401khelpcenter.com
Chatham Partners' TPA Benchmarking Study Finds Ease of Doing Business Is the Key Driver of Successful TPA & Retirement Service Provider Relationships
SEC to Review Advisor's Business Continuity and Disaster Recovery Planning - 401khelpcenter.com
Regulators Issue Joint Staff Review of Firms' Business Continuity and Disaster Recovery Planning
Survey Shows Large Opportunity in Small Plan 401k Market - 401khelpcenter.com
Survey identifies time and resource management as key challenges to participating in the multi-billion dollar micro- to small-plan retirement market.
Advisor: It's Time for a Website Checkup - 401khelpcenter.com
When was the last time you lifted the hood on your website?
Schwab Releases RIA Merger & Acquisition Activity for Year End 2012 - 401khelpcenter.com
Schwab Advisor Services Releases Industry-Wide RIA Merger & Acquisition Activity for Year End 2012
Plan Sponsors: Offer Participants Tax Diversification Through Roth 401k In-Plan Conversions - 401khelpcenter.com
Explains why a plan sponsor should offer in-plan Roth conversions and which participants could benefit from taking advantage of it.
Should You Convert 401k Saving to a Roth? - 401khelpcenter.com
Explains the Roth in-plan conversion provision and includes a guide to help employees decide if it's right for them.
Roth 401k Usage on the Rise Among Younger Participants - 401khelpcenter.com
More Plan Sponsors Are Offering Roth 401k Than a Year Ago
Fiscal Cliff Tax Compromise Will Allow 401k Intra-Plan Roth Conversions - 401khelpcenter.com
'Fiscal Cliff' Tax Compromise Will Allow 401k Intra-Plan Roth Conversions
How Valuable is the New Roth 401k Option? - 401khelpcenter.com
ERISA can be compared to a vibrant tapestry; a tapestry that portrays a vision of unequaled in truth and beauty.
Safe Harbor 401k Establishment Deadlines - 401khelpcenter.com
This exception to the ADP and ACP tests is known as a 'safe harbor' 401k plan.
IRS Notice 2000-3 on Safe Harbor 401k Plans - 401khelpcenter.com
This notice provides additional guidance regarding 401k plans that are intended to satisfy the 401k safe harbors.
IRS Notice 98-52 on Safe Harbor 401(k) Plans - 401khelpcenter.com
This notice provides guidance on the design-based alternative or 'safe harbor' methods in section 401(k).
Choosing Individual 401k Plans: All That Glitters Is Not Gold - 401khelpcenter.com
What are the different types of Individual 401k plans?
Shelter Additional $1,000 With New Solo 401k Contribution Limits - 401khelpcenter.com
How does an extra $1,000 make a difference?
How to Maximize Your Tax Savings With a Solo 401k - 401khelpcenter.com
When used efficiently, a Solo 401k could help you increase your retirement savings by up to ten times of the regular IRA contributions.
Solo 401k is a Retirement Plan Alternative for the Self-Employed - 401khelpcenter.com
How does a retirement plan help small business owners? Author suggests at least five.
How Much to Contribute to Your Solo 401k in 2016 - 401khelpcenter.com
How much you should save for retirement can depend on many factors, such as your current savings, any debt, your income, and your retirement goals.
Save On Taxes This Year With a Solo 401k for Small Businesses - 401khelpcenter.com
Tax planning is an important process for most of us, but even more so for small business owners and self-employed professionals.
Solo 401k Plan Owners Need to Be Aware of Three Important Events - 401khelpcenter.com
There are certain events that demand some actions. As the plan owner, you will need to stay on top of three events.
Study Shows Wide Misuse of Target-Date Funds - 401khelpcenter.com
Financial Engines Study Shows Wide Misuse of Target-Date Funds Driven by Investor Overconfidence and Desire for Greater Diversification
Responsibilities and Options to Consider When Selecting TDFs - 401khelpcenter.com
Employers and plan sponsors have many variables to consider when selecting target-date funds.
September 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
August 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
July 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
June 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
May 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
April 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
March 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
February 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
January 2017 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
December 2016 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
November 2016 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
October 2016 Digest of 401k plan trends, news, comment, rules and other issues - 401khelpcenter.com
This 401k news digest contains links to a wide variety of source information on the current thinking, trends, legislative action, and legal issues regarding 401k and 403(b) plans.
Fiduciary Law Is Trust Law - 401khelpcenter.com
The words most associated with fiduciary responsibility are prudence, trust, duty, and loyalty.
Benchmark Your 401k Plan: 2015 - 401khelpcenter.com
How Does Your Company's 401k Plan Compare With Other 401k's?
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IRS Discontinues Letter-Forwarding Program - 401khelpcenter.com
Revenue Procedure 2012-35 provides that the IRS will no longer forward letters on behalf of plan sponsors or administrators of qualified retirement plans.
Understanding 401k Service Delivery Models - Bundled, Unbundled and Alliance - 401khelpcenter.com
There are three main models used by vendors to delivery 401k products to plan sponsors.
PDF Files - 401khelpcenter.com

401k and Temporary Worker (H1 Visa) - 401khelpcenter.com
401k and Temporary Worker (H1 Visa).
Can you use 401k assets to purchase a home without an early withdrawal penalty? - 401khelpcenter.com
Can you use 401k assets to purchase a home without an early withdrawal penalty?
Can I withdraw funds penalty free from my 401k plan to purchase my first home? - 401khelpcenter.com
Can I withdraw funds penalty free from my 401k plan to purchase my first home?
Can I rollover my U.S. 401k into a U.K. pension scheme when I return home to the U.K.? - 401khelpcenter.com
Can I rollover my U.S. 401k into a U.K. pension scheme when I return home to the U.K.?
Can I start a second 401k account at my new employer? - 401khelpcenter.com
Can I start a second 401k account at my new employer?
Do you pay income tax twice when you take out a 401k plan loan? - 401khelpcenter.com
Do you pay income tax twice when you take out a 401k plan loan?
How soon does my employer have to deposit my contributions deducted from my pay into my 401k account? - 401khelpcenter.com
How soon does my employer have to deposit my contributions deducted from my pay into my 401k account?
How frequently are 401k plan statements to be provided? - 401khelpcenter.com
How frequently are 401k plan statements to be provided?
How can the value of my account be up when the investments have lost value? - 401khelpcenter.com
How can the value of my account be up when the investments have lost value?
How can I gain online access to my 401k account? - 401khelpcenter.com
How can I gain online access to my 401k account?
How can I rollover the 401k from my previous employer into my new employers plan without paying any penalties? - 401khelpcenter.com
How can I rollover the 401k from my previous employer into my new employers plan without paying any penalties?
I recently left my job and want to know how long my former employer can hold my account balance? - 401khelpcenter.com
There are a number of factors that will impact the timing of your distributions.
How Many 401(k)'s Can I Have? - 401khelpcenter.com
There is no legal limit.
I can't get my employer to pay me my retirement money. Whom do I contact? - 401khelpcenter.com
You should contact the Department of Labor's Employee Benefits Security Administration (EBSA).
Is the interest I pay back to my 401k deductible as mortgage interest on my 1040? - 401khelpcenter.com
The interest you pay on money you borrow from 401k plan to buy a home is not deductible.
s a QDRO something I can do myself? - 401khelpcenter.com
Is a QDRO something I can do myself?
I would like to transfer my 401k account into my IRA. - 401khelpcenter.com
Simply contact your former employer and ask for the necessary form(s)
If I contribute to my 401k plan, can I still contribute to an IRA? - 401khelpcenter.com
If I contribute to my 401k plan, can I still contribute to an IRA?
Substantially Equal Payment Rules - 401khelpcenter.com
If I begin to take distribution now under the Substantially Equal Payment rules, will I still be exempt from the 10% penalty when I turn 55?
How do I avoid the 10% early distribution penalty? - 401khelpcenter.com
How do I avoid the 10% early distribution penalty?
Can he contribute to an IRA until he qualifies for the new 401k? - 401khelpcenter.com
Can we contribute to an IRA until he qualifies for the new 401k?
Age 55 and defaulting on a 401k loan - 401khelpcenter.com
If you default on a loan from your 401k, you are considered to have received a distribution from your 401k.
Can we use our 401k money to open a business? - 401khelpcenter.com
Can we use our 401k money to open a business?
Our company is getting a new 401k plan. - 401khelpcenter.com
We have been told that we can not do this and the lump sum must be rolled over into the new plan. Is this true?
My 401k has been frozen. What does this mean? - 401khelpcenter.com
My 401k has been frozen. What does this mean?
What is the maximum amount of money I can contribute to my 401k annually? - 401khelpcenter.com
What is the maximum amount of money I can contribute to my 401k annually?
What do I do with my plan from my former employer? - 401khelpcenter.com
What do I do with my plan from my former employer?
What is the difference between a 401(a) plan and a 401k plan? - 401khelpcenter.com
What is the difference between a 401(a) plan and a 401k plan?
What information and reports is my employer required to give me on my 401k? - 401khelpcenter.com
What information and reports is my employer required to give me on my 401k?
What happens if I inherit someone else's 401k account? - 401khelpcenter.com
Under most circumstances, a spouse may be permitted to roll the money over to an IRA.
What happens if I contribute more than the annual allowable limit to my 401k? - 401khelpcenter.com
What happens if I contribute more than the annual allowable limit to my 401k?
What is the contribution limit for employee's in Puerto Rico? - 401khelpcenter.com
What is the contribution limit for employee's in Puerto Rico?
What is a 401k plan? - 401khelpcenter.com
What is a 401k plan?
What makes a good 401k? - 401khelpcenter.com
What makes a good 401k?
What distributions from a 401k are not subject to the 10% early withdrawal penalty? - 401khelpcenter.com
What distributions from a 401k are not subject to the 10% early withdrawal penalty?
What are the rules regarding hardship withdrawals from my 401k? - 401khelpcenter.com
What are the rules regarding hardship withdrawals from my 401k?
What are the general rules regarding loans from a 401k? - 401khelpcenter.com

What is a Qualified Domestic Relations Order (QDRO)? - 401khelpcenter.com
What is a QDRO?
What is a 401k plan Third Party Administrator? - 401khelpcenter.com
A Third Party Administrator (or TPA) is an organization that is hired by the 401k plan sponsor.
What or who is a 401k plan sponsor? - 401khelpcenter.com
The entity (generally the employer) responsible for establishing and maintaining the plan.
Why do I need consent of my spouse when I want another party as beneficiary of my 401k? - 401khelpcenter.com
Why do I need consent of my spouse when I want another party as beneficiary of my 401k or take a distribution?
Will a 401k loan appear on my credit report? - 401khelpcenter.com
If you default on a loan from your 401k, you are considered to have received a distribution from your 401k.
Boost Your 401k Returns by Rebalancing - 401khelpcenter.com
Can you boost your 401k returns by rebalancing?
401k Plan Loan and Withdrawal - 401khelpcenter.com
Information on the rules and regulations related to 401k loans and withdrawals.
401k Plan Hardship Withdrawals - 401khelpcenter.com
Want to take a 401k plan hardship withdrawal? Here is a good outline of the rules and regulations.
Hardship Withdrawals Give Access to Your 401k Savings, but at a Cost, Page 2 - 401khelpcenter.com
Hardship Withdrawals Give Access to 401k Savings, But at a Cost
Emergency Access to Your 401k: Hardship Withdrawals - 401khelpcenter.com
How do you get at your 401k in an emergency?
A 401k Checkup to Keep Your Retirement Savings in Shape - 401khelpcenter.com
An annual check-up at a time that works best for you is a good way to do this.
401k Guide to General Distribution Rules - 401khelpcenter.com
Generally, 401k distributions of elective deferrals cannot be made until one of the following occurs.
401k Rollovers - 401khelpcenter.com
All rollovers are not the same -- 401k's are different than IRA's
401k and the IPO Process - 401khelpcenter.com
What is the IPO process and how does it impact your 401k?
Bear Markets and 401k Investing - 401khelpcenter.com
Market Downturn Quells Retirement Planning
Between Jobs? That's the Time to Safeguard Your 401k - 401khelpcenter.com
In these hard economic times, it may be tempting to tap your 401k if you are between jobs. But the long-term impact could be dire. If you're thinking about cashing in your 401k, consider whether what you spend your money on today will be worth as much as a comfortable retirement in the future.
Depositing Payroll and Employee Contributions Into Your 401k - 401khelpcenter.com
Your Contributions: Long Day's Journey Into ... Your 401k
Early 401k Distribution Options Including 72(t) - 401khelpcenter.com
What are your early distribution options from a 401k plan?
Find the Right Benchmark to Judge Your 401k Investment Success - 401khelpcenter.com
What are the right benchmarks to use in judging your 401k performance?
Highly Compensated Employee Rules Aim to Make 401k's Fair - 401khelpcenter.com
Highly Compensated Employee (HCE) Rules Aim to Make 401k's Equitable
How 401k Catch-up Contributions Work - 401khelpcenter.com
One of the big questions retirement savers have been asking is how the age-50 and over catch-up contribution option works.
Top 10 Ways To Prepare For Retirement - 401khelpcenter.com
How do I prepare for retirement?
How Does a 401k Plan Work - 401khelpcenter.com
A 401k is a qualified retirement plan that allows eligible employees of a company to save and invest for their own retirement on a tax deferred basis.
How to Protect Your 401k Investment - 401khelpcenter.com
How do you protect your 401k investments?
In a Corporate Merger, What Happens to Your 401k - 401khelpcenter.com
Here's a look at what sometimes happens behind these closed doors.
In a Divorce, Who Gets the 401k? - 401khelpcenter.com
Know Your Plan, Know Your Options
Your Money's Journey Into Your 401k - 401khelpcenter.com
Many participants may wonder where exactly their money goes between the time it's deducted from their paychecks and the time it appears in their 401k account.
What to Do When You Are Involuntarily Removed From a Former Employers 401k Plan - 401khelpcenter.com
Yes, it is legal for your former employer to involuntarily remove you from their 401k plan.
Shedding Light on Blackouts: What Happens When 401k Providers Change - 401khelpcenter.com
Suppose you wanted to bail out of the plunging stock market but couldn't find your parachute.
Summary Plan Descriptions for a 401k - 401khelpcenter.com
An overview of Summary Plan Descriptions (SPD)
Your Summary Plan Description (SPD) is a Treasure Trove of Information - 401khelpcenter.com
Why is your SPD one of the most critical pieces of paperwork that you have about your 401k plan?
Tax Issues When You Inherit a 401k - 401khelpcenter.com
There are certain things you'll need to know if you are the beneficiary of that person's 401k plan.
Ten Tips To A Stronger 401k - 401khelpcenter.com
Use these tips to keep your 401k fit and ready for you when you need it.
Union Workers and 401k Plans - 401khelpcenter.com
Union Workers, Don't Overlook Your 401k
401k Plan Warning Signs - 401khelpcenter.com
What are the warning signs that all may not be well in your 401k plan?
Warning Signs That Your 401k Contributions are Being Misused - 401khelpcenter.com
Here are 10 warning signs that your pension contributions are being misused.
When the Rules on Your 401k Have Been Broken - 401khelpcenter.com
Do you think the 401(k) rules have been broken? Here is what to do to get help.
What to Do with Extra Retirement Savings -- into a 401k or Roth IRA? - 401khelpcenter.com
I have not participated in the 401k yet because I do have those other funds started. Should I start up a 401k?
Naming a Beneficiary In Your 401k - 401khelpcenter.com
What do you need to know when naming a beneficiary for your 401(k) plan?
What You Need to Know When You Inherit a 401k - 401khelpcenter.com
What do you need to know when you inherit a 401k?
When is a 401k Distribution Not Subject to the 10% Penalty? - 401khelpcenter.com
When do you pay the 10% early withdrawal penalty?
Depositing 401k Payroll Contribution - 401khelpcenter.com
Having problems getting your payroll deductions deposited to your 401k?
Winning Strategies for Your 401k - 401khelpcenter.com
Place Your Bets! Winning Strategies for Your 401k
Women and Retirement - 401khelpcenter.com
You need to start now. Find out how.
Your Pension (ERISA) Rights - 401khelpcenter.com
Do you know your pension rights under ERISA?
Your Employer's Bankruptcy: How Will It Affect Your Employee Benefits? - 401khelpcenter.com
This information sheet focuses on bankruptcy's effect on pension plans.
402(f) - Your Rollover Options When Receiving Plan Distributions - 401khelpcenter.com
401k plan rollover and distributions options
Summary of Testimony Received by the Working Group on 401k Plan Fees and Reporting on Form 5500 - 401khelpcenter.com
U.S. Department of Labor Working Group on 401k Plan Fees
Report of the Working Group on 401k Fee And Related Disclosures To Participants - 401khelpcenter.com
U.S. Department of Labor Working Group on 401k Plan Fees
Peeling Back the Fiduciary Layers and Unscrambling the Fiduciary Confusion, Page 2 - 401khelpcenter.com
Why the Defined Contribution industry is still struggling with the fundamental concept of being a fiduciary?
Peeling Back the Fiduciary Layers and Unscrambling the Fiduciary Confusion, Page 3 - 401khelpcenter.com
Why the Defined Contribution industry is still struggling with the fundamental concept of being a fiduciary?
Peeling Back the Fiduciary Layers and Unscrambling the Fiduciary Confusion, Page 4 - 401khelpcenter.com
Why the Defined Contribution industry is still struggling with the fundamental concept of being a fiduciary?
Ask Financial Finesse - 401khelpcenter.com
Welcome to the Ask Financial Finesse question and answer feature.
Survey Reveals More Employers Likely to Add DC Roth Features in 2013 - 401khelpcenter.com
Aon Hewitt Survey Reveals More U.S. Employers Likely to Add Roth Features to Their Defined Contribution Plans in 2013
Report Finds Participant Account Balance Size Influences 401k Plan Fees - 401khelpcenter.com
New report finds the size of a 401k plan's average participant account balance will influence the amount of fees they pay.
New Challengers Take Aim at Leaders in 401k Market - 401khelpcenter.com
Three firms -- American Funds, Empower Retirement and Voya -- are giving Fidelity Investments and Vanguard a run for their money.
How Freelancers in America Are Keeping Up With Their Retirement Preparation - 401khelpcenter.com
Ffreelancers are hardly better than their counterpart salaried professionals in planning for their retirement.
Unbundled Providers Make Sense for Small 401k Plans - 401khelpcenter.com
Deciding whether to select bundled or unbundled services rests on a number of factors.
United Airlines and the Fiduciary Paradox: Providing a Margin of Excellence - 401khelpcenter.com
Governance informs us of what to do. Leadership and stewardship defines the quality of the outcomes.
How to Achieve Financial Independence With Your Small Business? - 401khelpcenter.com
Choose a Retirement Plan that Offers Investment Freedom
Smallest Companies Have Highest-Performing 401k Plans, Study Finds - 401khelpcenter.com
This in-depth analysis from Judy Diamond Associates examined active 401k plans.
TPA Alpha: A New Approach to Evaluating TPAs - 401khelpcenter.com
There are two faces to a fiduciary standard -- Positive and Punitive.
Lower Investment Fees Help Push 401k Fees Down Last Year - 401khelpcenter.com
Data shows 401k fees declined in all sixteen market segments tracked by the 401k Averages Book. In addition to total plan costs declining, there was an across the board reduction in 401k investment fees.
Majority of Americans Are Behind on Their Retirement Savings - 401khelpcenter.com
Investopedia survey reveals 52 percent of investors are struggling to hit retirement goals. Lack of financial literacy revealed as key barrier to success.
Seventeen Facts That Sum Up Women's Retirement Risks - 401khelpcenter.com
New Report from TCRS Highlights Women's Challenges and the Urgent Need for Action in Recognition of National Women's History Month and International Women's Day
New Research Offers Data on Financial Wellness ROI - 401khelpcenter.com
AFS 401k released new and independent research on financial wellness.
In Retirement, Spending Varies Widely by Region - 401khelpcenter.com
Older Households Spend More in the West and Northeast, Much Less in the South
BrightScope Releases Annual Top 30 401k Plans - 401khelpcenter.com
Seven new companies in the list this year; Key statistics of BrightScope's Top 30 List.
Disconnect Exist Between Perceptions of Plan Sponsors and Advisors - 401khelpcenter.com
Voya Investment Management Study Finds Differing Perceptions of Retirement Readiness Among Plan Sponsors and Advisors
Plan Sponsors Starting to Offer Guaranteed Income Products, but Many Have Questions - 401khelpcenter.com
The PSCA conducted a snapshot survey to gage whether plan sponsors are adding Guaranteed Income Products to their plans.
Study Demonstrates 401k Plans Are a Crucial Tool for Attracting and Retaining Millennial Talent - 401khelpcenter.com
Study dispels a commonly-held belief that millennials are not as interested in 401k plans as other generations.
Spotlight on Fees Is Reshaping DC Plans - 401khelpcenter.com
10th Annual Callan DC Trends Survey Reflects Feedback From 165 U.S. Plan Sponsors
Boosting Retirement Savings Rates a Primary Focus for Employers in 2017 - 401khelpcenter.com
Aon survey finds many employers are not satisfied with current employee contribution levels in their 401k plans.
Extensive Plan Data Reveal Key Design Features and Trends - 401khelpcenter.com
A report released today reveals that plans offer a wide variety of investment choices and that mutual fund fees in 401k plans have trended down.
Mercer Outlines 2017 Top Priorities for DC Plan Sponsors - 401khelpcenter.com
The changing needs of individuals and an evolving regulatory landscape requires plan sponsors to reassess their defined contribution plans.
PSCA Releases Results of 59th Annual Survey of Profit Sharing and 401k Plans - 401khelpcenter.com
Employee Participation and Deferral Rates See Steady Increase; Participation up Five Percent Since 2010
Two-Thirds of Americans Fail 401k Wellness Survey - 401khelpcenter.com
Survey suggests a startling knowledge gap among Americans when it comes to the 401k plans offered by their employer.
Compliance and Fee Compression Are Top Advisors Concerns - 401khelpcenter.com
A survey reveals that in the wake of the impending DOL Fiduciary Rule, compliance issues followed by fee compression are the top issues.
Key Retirement, College, and Health Savings Trends - 401khelpcenter.com
New data finds Americans are strengthening efforts to save for the future and increasing use of 401ks, 529 college savings plans, and health savings accounts.
Fee-Based Advisors Now Comprise 40% of Financial Advisors - 401khelpcenter.com
New forces are converging that could dramatically alter the advisor landscape in the coming years.
New Generation of Workers Wants Next-Generation Retirement Savings Plans - 401khelpcenter.com
Workers show strong desire for enhanced incentives, willingness to accept mandates to ensure retirement security. Survey also shows that a well-crafted plans that align with investors' values can help savings.
Survey Finds Major Differences in How Male and Female Millennials View Retirement - 401khelpcenter.com
A recent survey from Schwab finds there are significant gaps between the way male and female Millennials approach planning and saving for retirement.
DOL Releases Advance Copies of 2016 Form 5500 - 401khelpcenter.com
The DOL released advance informational copies of the 2016 Form 5500 annual return/report and related instructions.
401ks Can Make Loans, Hardship Distributions to Victims of Hurricane Matthew - 401khelpcenter.com
The IRS announced that 401ks and similar employer-sponsored retirement plans can make loans and hardship distributions to victims of Hurricane Matthew.
Acceptance Building for Collective Investment Trusts and Liquid Alternatives - 401khelpcenter.com
New research from Cerulli finds that CITs and liquid alternatives are gaining momentum for their potential to lower costs and reduce portfolio volatility.
DCIO Assets Still Growing Strong, Reach $3.5T in 2016 - 401khelpcenter.com
The tenth edition of Sway Research's annual in-depth study of DCIO distribution finds that asset managers remain committed to the growing DCIO market.
Fiduciary Rule Will Change DC Plan Fund Menus in 2017 - 401khelpcenter.com
One-third of elite DC advisors plan mutual fund changes, Ignites Retirement Research report finds.
DCIIA Proposes Industry-Standard Lexicon on Auto Feature Practices - 401khelpcenter.com
The Defined Contribution Institutional Investment Association proposed a standardized lexicon for defined contribution retirement plans to promote further adoption of automatic features.
Contribution Timing and Collection Responsibility, a Q&A - 401khelpcenter.com
Your 401k is or can be one of the greatest benefits you provide to your employees. Is it working its 'magic' for all of them?
2015 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k and pension plan contribution limits for tax years 2015.
2014 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k plan contribution limits for tax years 2008 - 2014
Highly Compensated Employee Rules Aim to Make 401k's Fair - 401khelpcenter.com
Highly Compensated Employee (HCE) Rules Aim to Make 401k's Equitable
How Do They Choose 401k Options? - 401khelpcenter.com
How Employers Choose Funds to Offer in Their 401k Plans
Waiting to Become Eligible For Your 401k - 401khelpcenter.com
How do you save while waiting to become eligible for your 401k?
In a Divorce, Who Gets the 401k? - 401khelpcenter.com
Know Your Plan, Know Your Options
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2016 401k Retirement Plan Contribution Limits - 401khelpcenter.com
2016 Pension Plan Limitations; 401k Contribution Limit Remains Unchanged at $18,000 for 2016
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2015 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k plan contribution limits for tax years 2009 - 2015
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2014 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k plan contribution limits for tax years 2008 - 2014
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2016 401k Retirement Plan Contribution Limits - 401khelpcenter.com
401k plan contribution limits for tax years 2010 - 2016