The 401k Resource

Your First Quarter To Do List

Early in January, both your TPA and CPA send you worksheets so they can start crunching numbers. Once you get them crunching, it is now your turn. The best thing to do in the first quarter is to review the funds in your 401(k) plan. There are two things to consider....

Who is a Fiduciary (as in your 401k plan)?

  In February of 2012 the Department of Labor published a brochure entitled “Meeting your Fiduciary Responsibilities." It is intended as a compliance guide for sponsors of retirement plans, including 401k’s. On page 1 a Fiduciary is defined as: “Many of the...

Target Date Retirement Funds – Tips for ERISA Plan Fiduciaries

U.S. Department of Labor Employee Benefits Security Administration February 2013 Target date retirement funds (also called target date funds or TDFs) have become an increasingly popular investment option in 401(k) plans and similar employee-directed retirement plans....

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