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401(k) plans

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Fiduciary Duty to Review Fees Goes Beyond Fee Benchmarking
First Quarter Retirement Savings Analysis: Account Balances Lower, Long-Term Savers See An Increase
There's Rare Good News on the Retirement Front
House Passes Resolution to Block DOL Fiduciary Rule
Flying Autopilot with Target Date Funds: Points to Consider
[Opinion] This Plan Could End Your 401(k) as You Know It
Fiduciary Enforcement: How Advisers Can Avoid Legal Trouble (Part 2)
The DOL Fiduciary Rule: How Advisors Can Comply and Thrive (Part 1)
[Guidance Overview] DOL New Fiduciary Regulation: Action Items for the Next Year
[Guidance Overview] IRS Concludes That Plans May Use Latest Permissible Entry Date to Identify Otherwise Excludable Employees
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (PDF)
How Americans Blow $1.7 Trillion in Retirement Savings
[Guidance Overview] New PTEs Impact Broker and Advisor Relationships with Retirement Plans and IRAs, and Also Impact Plan Sponsors and Fiduciaries
[Guidance Overview] The DOL's New Fiduciary Rules for Retirement Investment Advice
[Guidance Overview] The DOL's Final 'Fiduciary' Rule -- Countdown to Implementation Begins in Earnest
[Opinion] ICI Urges Congress to Reject DOL Fiduciary Rule
Even 'Softer' Fiduciary Rule Will Challenge Providers
'Excessive' 401(k) Fees Often in the Eye of the Fund Holder
[Guidance Overview] Fiduciary FAQs: What You Need to Know About Selecting a 401(k) Plan Provider
[Guidance Overview] Q&As on DOL Fiduciary Rule: Rollovers and IRAs
Protecting Access to Affordable Retirement Advice
Dear Agents: This is Your Life Under 'Best Interest'
[Guidance Overview] A Plan Sponsor Overview of the Fiduciary/Conflict of Interest Rule (PDF)
[Guidance Overview] The DOL's Finalized Fiduciary Rule: What You Need to Know
Most U.S. Investors Happy With Their 401(k)
Understanding Your Participant Demographics
[Guidance Overview] Education or Advice: The DOL Final Definition of Fiduciary; Conflict of Interest Rule
Potential Challenges to the DOL's Conflicted Advice Rule? (PDF)
House Committee Approves Resolution to Stop Fiduciary Rule, Protect Access to Affordable Retirement Advice
[Guidance Overview] The New Fiduciary Rules: What Do You Need to Know and Do Now? (PPT)
[Opinion] Why Luring 401(k) Assets to IRA Rollovers in a Post-DOL-Rule World Remains Child's Play, Which Keeps $7.6 Trillion in the IRA Game and Growing
[Guidance Overview] What Advisors Need to Know About the New Fiduciary Rule
Service Providers Express Tremendous Uncertainty About Changes Required to Meet New Fiduciary Regulation (PDF)
[Opinion] Assessing the Final DOL Fiduciary Rule
DOL Accused of 'Legislation by Rulemaking' on Fiduciary Rule
CBO Cost Estimate for H.R. 4294, Strengthening Access to Valuable Education and Retirement Support Act of 2015 (PDF)
CBO Cost Estimate for H.R. 4293, Affordable Retirement Advice Protection Act (PDF)
[Opinion] A Case for Suing the DOL Over Its Fiduciary Rule
[Guidance Overview] IRS Withdraws Proposed Regs That Could Have Limited QSERPs (PDF)
[Guidance Overview] DOL Finalizes Fiduciary Definition and Conflict of Interest Rule
[Guidance Overview] Employer Action Required Following Issuance of DOL Final Fiduciary Rule
[Guidance Overview] A Brave New World for Investment Advisors Following Issuance of Final Rule
House Committee to Mark Up Resolution Blocking Fiduciary Rule, Protecting Access to Affordable Retirement Advice
A New Self-Assessment Tool for Advisors
[Guidance Overview] The DOL's Final Fiduciary Rule Is Here: a First Look for Plan Sponsors (PDF)
[Opinion] Making BICE Meaningful -- Reality vs. Illusion
House Members Move to Block Fiduciary Rule, Preserve Access to Affordable Retirement Advice
[Guidance Overview] DOL Issues Long Awaited Final Rule on the Definition of an ERISA Fiduciary (PDF)
Senate Republicans Move to Block Fiduciary Rule
Seven Things Plan Sponsors Say They Want to Know About the New Fiduciary Regs
[Guidance Overview] DOL Issues Final Fiduciary Rule and Related Exemptions
[Guidance Overview] The New Fiduciary Regs: A Practical Review, Part I (PDF)
What to Do When a Participant's Elective Deferral Election Is Not Followed
Constructing a Defined Contribution Investment Lineup: Four Best Practices (PDF)
Retirement and Financial Education: Financial Wellness
Retirement Reset: How Re-Enrollment Can Help Strengthen U.S. Retirement Security
[Opinion] Seven Reasons Why the DOL Rule Is Flawed to the Point of 'Folly'
Private Equity Funds Found Responsible for Withdrawal Liability of Bankrupt Portfolio Company
[Guidance Overview] Tweaks to Final DOL Fiduciary Rule Help Ease Implementation Without Sacrificing Core Principles
[Guidance Overview] DOL Finalizes Overhaul of Investment Fiduciary Definition

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