Overview
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Top Industry Articles
First the SECURE Act and now the CARES Act have made important changes to the rules for required minimum distributions from individual retirement accounts and 401(k)s.
With the coronavirus pandemic causing acute financial harm to so many Americans, plan sponsors may feel compelled to offer hardship withdrawal relief in their plans; plan advisers can help them make the best decisions for their workforce by, for example, endorsing loans over outright withdrawals.
The retirement plan-focused provisions passed by the Senate last night are among many meant to ease the financial pressures posed by the coronavirus pandemic.
A new district court decision finds Fidelity has breached its fiduciary duties in the operations of its own retirement plan; importantly, the ‘case stated’ ruling ‘addresses only the question of liability, not causation or loss.’
Focused analysis of market movements, business challenges and legislative and regulatory actions.
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| Hartford Capital Appreciation | 25% | |
| BlackRock Equity Dividend | 17% | |
| JPMorgan US Government Money Market | 11% | |
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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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