Category Archives: Executive Benefits

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

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

Help With Retirement Budgets

If you’re budgeting for retirement, helping family members with college savings or weighing the value of a reverse mortgage, spend some time with these resources, all published recently: Health Expenses One of the largest, and trickiest, items to budget for … Continue reading

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

Vanguard Sets Record Funds Inflow

Investors gave stock pickers a resounding vote of no confidence in 2014, pouring $216 billion—a record inflow for any mutual-fund firm—into Vanguard Group, the biggest provider of index-tracking products, according to preliminary figures from the mutual-fund group. Those large inflows … Continue reading

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

The New Way to Measure Your 401(k)

via Wall Street Journal   The whole way that 401(k) savings are measured is about to be turned on its head—if a new approach catches on. Under the new approach, investors could get a clearer picture of whether they are … Continue reading

Posted in News & Updates, Retirement, Retirement Plans

IRS Offers First Proposed Regulations on “Play or Pay”

Employers may rely on the proposed regulations before they are finalized, if they find it helpful to do so. Generally, earlier guidance continues to apply for 2014. Continue reading

Posted in Executive Benefits, Health & Welfare