Managing 401(k) Plans
IOMA’s Report on Managing 401(k) Plans is the definitive resource for HR and Financial Department managers looking to run the best plan for their company. The newsletter keeps 401(k) plan managers abreast of changes in the laws and many regulations governing 401(k) plans as well as giving indispensable tips and case studies for communicating plans with employees, passing anti-discrimination tests, selecting and monitoring investment funds, increasing plan enrollment, understanding and managing plan fees and much, much more.
March 2010 - Table of Contents
Since the financial crisis of 2008, when employees saw their 401(k) plan balances plummet, retirement income security has been a hot-button issue.
Two 2009 studies took a hard look at employees’ responses to their 401(k) accounts after the market losses they encountered in 2008 and found that while some positive steps have been made, more needs to be done.
Specific low-cost strategies succeed in boosting employee 401(k) participation rates, particularly among low income and female workers, according to researchers at Dartmouth College, through a grant provided by the National Endowment for Financial Education (NEFE).
LABOR, Treasury Departments Seek Ideas on Options for Lifetime Retirement Annuities
The Departments of Labor and Treasury released Feb. 1 their long-awaited Request for Information on how to turn defined contribution pension plans and individual retirement accounts into a lifetime stream of income for their participants through annuities.
Strategy Is Key in 401(k) Sponsors’ 2010 Agendas
Mid-Sized Retirement and Pension Plan Management Conference, San Francisco, March 7-10; Boston, May 4-7; Chicago, Oct. 5-8. Contact
In mid-January, the Department of Labor released a final rule that allows employers sponsoring pension and welfare plans with fewer than 100 participants to take up to seven business days to forward employee contributions to plan accounts.
Despite the stock market rebound, which began in April of 2009, 401(k) investors are still favoring GIC/stable value investments.
In January 2010, domestic stocks across the board once again registered impressive results, with the Wilshire 5000 Equal continuing its stellar run with a spectacular yield of 93.61 percent.
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