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401(k) investments

Retirement Savings Flows and Financial Advice: Should You Roll Over Your 401(k) Plan?

Publication

This paper addresses several issues relating to rollovers from 401(k) plans to IRAs, including the extent of inertia among pension participants, the extent to which defaults (which are to not rollover) are effective in influencing behavior of participants, the extent of financial errors made by pension participants, the quality of advice pension participants are receiving (and how that may be a

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High-Court Spotlight Put on 401(k) Plans Supreme Court to hear arguments in case that could have broad implications for the way people save for retirement

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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 in the case, called Tibble v. Edison International.

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Supreme Court to hear 401(k) fee case

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Retirement savers may soon get a boost from the U.S. Supreme Court. On Tuesday, the country's highest court will hear arguments in a case that revolves around the investment fees paid by 401(k) plan participants.

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Fiduciary breach issue gets Supreme Court hearing

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The U.S. Supreme Court is scheduled to hear arguments next month in an ERISA case that could greatly expand guidelines for defined contribution plan executives' fiduciary responsibilities.

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Court Watchers Looking at Plan Fees, Retiree Benefits, Church Plans in 2015

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Just as 2014 brought big rulings on stock-drop litigation and equitable remedies like reformation and surcharge, 2015 is shaping up to be another big year for ERISA litigation, with pending cases involving retiree health benefits, plan fee cases and ERISA's church plan exemption.

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How to Fix the 401(k): Five Suggestions for Giving Workers a More-Secure Retirement

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The 401(k) is in need of a tuneup. Originally designed to supplement pension plans, 401(k)s have become the primary retirement-savings vehicle for many employees.

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Evaluating 401(k) Plans in a House of Mirrors

Blog entry

Every few months, a financial services company releases numbers touting the success of 401(k) plans. 401(k) account balances are higher than ever! 401(k) plans are working just fine! There is no retirement crisis!

However, like magicians, these firms don’t want you to see what's behind the numbers.

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This week’s other huge (but little-noticed) fight: Wall Street’s newest scheme

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While we're all distracted, a quiet battle this week could seriously affect your finances. Here's what's at stake

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401(k)s are a sham

News Item

Duped by a DIY retirement dream, the elderly now face staggeringly low living standards

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Congress should protect investors, not undermine them

Blog entry

In 1975, when the U.S. Department of Labor issued a rule defining who is an investment advisor under the Employee Retirement Income Security Act, the Vietnam War had just ended,  Steve Jobs was tinkering around his dad’s garage, and Angelina Jolie was barely in diapers.

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