Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address Atsb, Po Box 938
Dubuque , IA
Top Industry Articles
Three new lawsuits question the offering of actively managed target-date funds to retirement plan participants.
Multiple national-level conflict of interest rules are now aligned that will require financial professionals to act in the best interest of consumers.
The lawsuit argues that while the TDFs in the plan are CITs, they are private label CITs with much higher expense ratios than the typical CITs offered by JPMorgan.
The complaint calls out the warehouse club's use of "more costly ‘actively managed funds’ rather than ‘index funds’ that offered equal or better performance at substantially lower cost."
A payment of $9 million will be made to “fully, finally and forever resolve, discharge and settle the released claims.”
Articles and Questions
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Popular QuestionsSee more questions
As a young professional starting a new career, what would you recommend a Roth IRA or IRA?10 answers10answers
Do I need to repay the 10k loan from my IRA tha I will use to purchase a home as a first time home owner?2 answers2answers
When I convert my regular IRA to a Roth IRA, do I have to pay the taxes all at once?4 answers4answers
What is a ROTH IRA Tax Credit?2 answers2answers
Am I saving enough for retirement?8 answers8answers