Defined Contribution Plans

This broadly defined station houses posts about topics that encompass all types of employer-provided defined contribution plans — not just 401(k)s. These include plans in other countries, etc.

 

 

 

Defined Contribution Plans

Defined Contribution Plans

By Ted Godbout10/30/2017 • 0 Comments

If last week’s volley between President Trump and House Ways and Means Committee Chairman Kevin Brady (R-TX) over the potential Rothification of 401(k)s has you perplexed, rest assured, we should have some initial answers this week. READ MORE

By John Iekel10/27/2017 • 0 Comments

A recent blog entry points out that 401(k) loans may seem innocuous since a participant is taking money from his or her own account and repaying it to themselves, but they still entail risks and costs.
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By Nevin Adams 10/27/2017 • 0 Comments

It is all too common in human affairs to make choices that have “unforeseeable consequences.” READ MORE

By Nevin Adams 10/26/2017 • 0 Comments

President Trump may have thought his tweet would have ended the controversy over a proposed partial Rothification of 401(k)s — but that was Monday. READ MORE

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

By Andrew Remo10/13/2017 • 0 Comments

Congressional action has included deliberations and discussions concerning a variety of measures and steps relevant to retirement plans and benefits. READ MORE

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance. READ MORE

By ASPPA Net Staff10/5/2017 • 0 Comments

In a month that has traditionally been the worst for U.S. stocks, how did average 401(k) balances fare? READ MORE

By Ted Godbout9/29/2017 • 0 Comments

Retirement industry leaders appearing at a recent Capitol Hill event generally agreed that building on the existing system would dramatically improve the retirement readiness of Americans throughout the country. READ MORE

By ASPPA Net Staff9/29/2017 • 0 Comments

Congress on Sept. 28 approved legislation to expand access by victims of Hurricanes Harvey, Irma and Maria to their 401(k) and similar plans without incurring IRS penalties and taxes, clearing the measure for President Trump’s expected signature. READ MORE

By Ted Godbout9/28/2017 • 0 Comments

DC plans measured as part of the Callan DC Index realized a “healthy” 3.06% in return growth during the second quarter of 2017. READ MORE

By John Iekel9/28/2017 • 0 Comments

Forgetting to repay a loan will garner one a quick reminder. But a recent Tax Court ruling suggests that it may be wise to verify that the payment really was made. READ MORE

By ASPPA Net Staff9/28/2017 • 0 Comments

Rothification may not be on the table — yet — but the GOP’s tax reform outline includes a potentially nasty surprise for small business retirement plans. READ MORE

By Ted Godbout9/25/2017 • 0 Comments

Congress has released draft legislation consistent with recent American Retirement Association recommendations to expand access by victims of recent hurricanes to their 401(k) and similar plans without penalties and taxes. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

August brought a notable uptick in 401(k) trading activity among defined contribution plan investors, according to the Alight Solutions 401(k) Index. READ MORE

By ASPPA Net Staff9/18/2017 • 0 Comments

The DOL has extended the employee benefit plan compliance guidance and relief it issued for victims of Hurricane Harvey to those affected by Hurricane Irma. READ MORE

By John Iekel9/15/2017 • 0 Comments

Running the plan and investing in a way mindful of environmental, social and governance concerns is a practice some plans follow, but a recent commentary questions whether that inhibits fulfilling fiduciary responsibility. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

As stock values rose during the first quarter, most DC plan participants continued with their asset allocations and contribution levels, and maintained low withdrawal activity, says the Investment Company Institute (ICI). READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Amid all of the recent talk about Rothification, Cerulli Associates has come out with a report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions. READ MORE

By ASPPA Net Staff9/13/2017 • 0 Comments

The IRS, DOL and PBGC have granted relief to certain victims of Hurricanes Harvey and Irma. But House Ways and Means Chairman Kevin Brady (R-TX) may try to do what they cannot. READ MORE

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