Overview
Plan Components
Top Industry Articles
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
exclusives
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
June 9, 2020
research
2020 PLANADVISER Retirement Plan Adviser Survey
October 14, 2020
Compliance
Proposed Bill Would Give 403(b) Plan Sponsors Access to Open MEPs
The SECURE Act's provisions for pooled employer plans (PEPs) did not apply to 403(b) plans.
October 22, 2020
magazine
New Take on the 401(k)
Biden’s controversial retirement savings tax credit proposal.
October 18, 2020
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| Lockheed Martin Corporation Common Stock | 24% | |
| State Street S&P 500 Index | 17% | |
| Invesco Stable Value Fund | 9% | |
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Providers
Articles and Questions
Boeing Fee Settlement Highlights the High Bar for Large Plans
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
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