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401(k)s

401(k) Savings Picked Up in Q4 and 2011

February 3, 2012 - Bank of America Merrill Lynch said that it saw increased 401(k) savings through its plan sponsors both in the fourth quarter and 2011 year, signaling a positive outlook for the tweaks it has made to its offerings and confidence in the overall economy.

Labor Department Changes Tack on 401(k) Fee Disclosure

February 2, 2012 - The U.S. Labor Department has removed a controversial part of its proposed 401(k) fee disclosure rule that would have required retirement plan providers to create a summary document, or "roadmap," of all their fees for employers.

Schwab Introduces Index Fund 401(k) Plans

January 11, 2012 - Schwab Retirement Plan Services already serves 1.5 million workers saving for retirement, but hopes that its new Schwab Index Advantage service will increase participation even more by demystifying the 401(K) saving process.

Retirement Assets Decline 7.5% to $17 Trillion in 3Q11

December 21, 2011 - Assets had reached a record high of $18.4 trillion as of June 30, the ICI said.

Moderation Now the Operative Word for 401(k) Investors

December 21, 2011 - The two bear markets of the past decade have brought investors’ focus back into balance, according to ICI and EBRI.

Boomers Push Back Retirement Six Years

December 15, 2011 - The Allstate poll pins the blame on the recession.

401(k) Investors Earned 3.76% Annually in 5 Years Ended 2010

December 14, 2011 - The Vanguard data is based on real returns, and does not include the impact of continued investments.

Investors Will Scream When They See 401(k) Fees: Lincoln SVP

December 13, 2011 - Tom Gonnella, SVP, corporate development at Lincoln Trust, gives six predictions for 401(k)s in 2012 - most centered around the new fee disclosure.

Walmart, Merrill Lynch Pay $13.5M in 401(k) Lawsuit

December 7, 2011 - The two companies were accused in a class-action suit of violating their fiduciary duty to two million workers in Walmart's 401(k) plan.

Americans Plan to Double Savings to $2.4K in 2012

December 7, 2011 - Forty-six percent in a Fidelity survey say saving more is their No. 1 financial resolution for 2012.

401(k) Fee Disclosure to Change DC Game

December 5, 2011 - An interview with Verisight CEO Greg Tschider and Senior Vice President Robert Stebbins on the ramifications of the forthcoming 401(k) fee disclosure.

51% of Fidelity 401(k) Participants in Auto-Enrolled Plans

November 30, 2011 - This is up significantly from 16% five years ago.

64% of Sponsors Changed Investment Lineup in Past Year

November 29, 2011 - This is up "dramatically" from just 20% in 2008, the Profit Sharing/401(k) Council of America reports.

Mercer’s New Blog, M/THINK, Talks About Employers’ Issues

November 28, 2011 - The blog also includes data-rich infographics and commentaries, and is part of Mercer's "Inside Employees' Minds" campaign.

Regulatory Changes, Volatility Top Concerns for Retirement Plan Advisors

November 22, 2011 - Retirement plan advisers’ top five concerns include new disclosure rules, market volatility, finding greater flexibility and customization in plans, measuring a given plan’s success and an expected redefinition of fiduciary status. Those are the results from a national listening tour conducted by Transamerica Retirement Services. “We met with retirement plan advisors form across the country to discuss the top challenges and opportunities currently facing their clients,” said Jason Crane, senior vice president and national sales director…