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
events
2020 PLANADVISER National Conference
March 25, 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
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
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
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| Fidelity Advisor Freedom | 32% | |
| Hartford Midcap | 8% | |
| Fidelity Contrafund | 7% | |
|
|
||
|
|
||
|
|
||
|
|
View all funds in this plan
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
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question
