Monthly Archives: February 2015

Supreme Court Receptive to Investors in 401(k) Case

via Wall Street Journal WASHINGTON—The Supreme Court on Tuesday signaled it was likely to side with 401(k) investors in a case that examines when workers can sue businesses for offering high-cost mutual-fund options in retirement plans when cheaper options are … Continue reading

Posted in Uncategorized

Lockton Compliance Alert: IRS Asks for Comments on Cadillac Tax

On Monday, Feb. 23, the Department of Treasury and the Internal Revenue Service (IRS) issued a request for information (RFI) on a variety of issues related to the excise tax on high-cost employer coverage that will apply in 2018. Known … Continue reading

Posted in Uncategorized

High-Court Spotlight Put on 401(k) Plans

The U.S. Supreme Court is scheduled to hear arguments Tuesday in a case that could have broad implications for the way millions of Americans save for retirement. The court will focus on a narrow issue concerning the statute of limitations … Continue reading

Posted in Executive Benefits, Retirement, Retirement Plans

How to Lobby for a Better 401(k)

via Wall Street Journal It’s tough to tell whether your 401(k) plan is delivering all it should for retirement. It’s even harder to persuade your employer to make changes if you find room for improvement. Common flaws in the popular … Continue reading

Posted in Executive Benefits, Retirement, Retirement Plans

Scenes From ObamaCare Tax Season

via Wall Street Journal We keep reading that ObamaCare is working beautifully—a liberal reverie interrupted only by those moments when the law is not. The latest arrived Friday, featuring another political exemption from the individual mandate. This tax-filing season is … Continue reading

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Open Enrollment Take 2: What Matters for the ACA Marketplace?

via RAND Corporation By the end of 2014, more than 6.5 million people were enrolled in health insurance plans through the Affordable Care Act (ACA) Marketplace, also called the “exchanges.” In some cases, this was relatively easy. But for many, … Continue reading

Posted in Health, Health & Welfare, Health Reform, News & Updates

Analysts See More Outflows for Pimco

via Wall Street Journal Investors pulled money from Pacific Investment Management Co.’s flagship Pimco Total Return Fund in January, and analysts say the outflows could continue for a few more months following last year’s upheaval at the Newport Beach, Calif., … Continue reading

Posted in Executive Benefits, News & Updates, Retirement, Retirement Plans