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Tag Archives: 401k

TIAA Sales Practices in Question – NY Times

TIAA Sales Practices

TIAA may be in hot water, according to a recent New York Times article. The New York attorney general has subpoenaed documents and information related to dubious sales practices ...

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Groom Law: Breaking Down Eligible Plan Expenses

  Groom Law: Breaking Down Eligible Plan Expenses. Do you know which expenses are eligible to be paid from the assets of your retirement plan under the Employee Retirement Income ...

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Payroll Integration Essential for Auto Enrollment

Payroll Integration

Payroll Integration Essential for Auto-Enrollment. At a TPSU Program held at Randolph-Macon College in the Richmond VA area, the HR director at a small 401k plan explains how payroll ...

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Expanding 401k Investment Line-Ups: Issues and Answers

Employees Asking to Expand 401k Investment Line-ups: Issues and Answers

Expanding 401k Investment Line-ups: Issues and Answers. Especially in a booming stock market, employees are likely to ask their 401k or 403b plan to add the latest and greatest investment. ...

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TPAs – How 401k Plan Sponsors Can Best Leverage

TPAs - How 401k Plan Sponsors Can Leverage

TPAs – How 401k Plan Sponsors can Best leverage. 401k and 403b plan sponsors are often confused about the roles of third party administrators (TPAs), advisors and record keepers. Understanding the ...

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PIMCO: TDF Selection – Monitoring is Not One-Size-Fits-All

PIMCO : TDF Selection

PIMCO: TDF Selection, Monitoring Is Not One-Size-Fits-All. PIMCO recently conducted a Q&A on target date fund (TDF) selection and monitoring with senior leaders from some of the top defined contribution ...

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