401(k) Sales Champion: A Guide for Financial Advisors t
2011-12-08
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![]() Wall Street Journal | Deloitte: 401(k) sponsors think plan fees are competitive Pensions & Investments By Rob Kozlowski Eighty-three percent of 401(k) plan executives surveyed by Deloitte feel their plan fees are “competitive,” with another 71% rating the new fee disclosure requirements as important. With sponsors due to receive 408(b)(2) fee ... Deloitte: 401(k) Plan Sponsors Less Confident That Employees Will be ... Making Sense of 401(k) Disclosures Help Coming For The 401(k)-Challenged |
3 in 4 401(k) plan participants positive in 2011, analysis shows Pensions & Investments By Robert Steyer More than three-fourths of participants in 401(k) plans administered by Bank of America Merrill Lynch started or increased contributions at about the same rate last year as in 2010, the company announced Monday. |

![]() International Business Times | Labor Department Delays 401(k) Fee Disclosure SecondAct By Emily Brandon| |February 6, 2012 | The Department of Labor announced this week that it will delay the date that plan sponsors will be required to disclose 401(k) fees to participants by three months. Plan sponsors will now have until August 30, ... 401k Fees Disclosure Rule May Spur Additional Creative Charges |
IRS Issues Interim Report about 401(k) Compliance Questionnaire Planadviser.com Feb 06, 2012 --- The Internal Revenue Service's (IRS) interim report of responses from its 401(k) Compliance Check Questionnaire offers a view of the 401(k) plan design landscape. --- The questionnaire findings also show the impact of the 2008 market ... |
IRA Financial Introduces Solo 401(k) Contribution Calculator Planadviser.com The online Solo 401(k) contribution calculator is a tool that will allow an individual to calculate the maximum annual contribution to a solo 401(k) plan, also known as an individual 401(k) plan or self-directed 401(k) plan. |

![]() Chicago Tribune | New rules compel disclosure of 401(k) fees Chicago Sun-Times By ALEX VEIGA AP Business Writer February 2, 2012 6:24PM The Obama administration is taking steps to make the fees charged in 401(k) plans more transparent and broaden the options retirees have for drawing on their nest egg. The US Treasury Department ... Labor Department Delays 401(k) Fee Disclosure Labor Dept delays roadmap for 401(k) fee New rule to require more transparency on 401(k) fees |
Finally, A Convenient Way to Get Income for Life: Feds Push A New 401(k) Option TIME The federal government has issued new regulations designed to encourage two important changes: Allow 401(k) plan participants to easily convert a portion of their assets to an annuity. Create an option within 401(k) plans for deferred annuities, ... |

![]() ThyBlackMan | Credit: The Gift & The Curse! - 5 Ways to Pay Down Debt Huffington Post (blog) Borrowing from your 401k to pay down debt is a good idea because the interest rate on a 401k loan is typically very nominal and in most cases the principal and interest from the loan is put back into your 401k. In essence, you are borrowing from ... Best ways to pay off your debt |

![]() Forbes | Who's On The Hook For Decisions Made In Your 401(k)? Forbes Wal-Mart recently agreed to pay $3.5 million to settle a lawsuit filed by its employees who claimed it failed to properly supervise the company 401(k). There have been other similar suits out there like this one, and more will come. Why? |

![]() al.com (blog) | Regions says employee 401k data lost when auditor Ernst & Young mailed flash ... al.com (blog) By Russell Hubbard -- The Birmingham News Regions Financial says auditor Ernst & Young lost employee 401k data stored on computer flash drive. (The Birmingham News / Joe Songer) BIRMINGHAM, Alabama -- Personal information about Regions Financial Corp. |