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
events
2020 PLANADVISER National Conference
March 25, 2020
Compliance
More Sutter Health 403(b) Plan Participants Challenge Plan Investments
As in a lawsuit filed in July, the plaintiffs in the recent case challenge the use of an actively managed TDF suite over an index suite.
September 14, 2020
Compliance
$10M NRECA Settlement Agreement Includes Administrative Changes
In addition to a $10 million payment to a settlement fund, the agreement calls for fee reviews and analyses to occur on at least a triannual basis.
August 4, 2020
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| John Hancock Trust Lifestyle Growth | 20% | |
| John Hancock Trust Lifestyle Balanced | 18% | |
| John Hancock Trust Lifestyle Conservative | 8% | |
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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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