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Category Archives: 401(k)
IBM’s New Twist on Tuition Reimbursement Plans
David McCann of CFO magazine is reporting that IBM has proposed a new type of 401(k) plan designed to reimburse employees’ tuition expenses for higher education. Employees become eligible to participate after five years of service. Participants are then permitted … Continue reading
Posted in 401(k), Industry News
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Supreme Court Hears Argument in 401(k) Remedy Case of LaRue v DeWolff, Boberg
The U.S. Supreme Court today heard oral argument in LaRue v. DeWolff, Boberg & Assoc. At the heart of it, this case is about a failure to follow investment instructions, and a participant seeking the lost profits which he may … Continue reading
Posted in 401(k), Litigation
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QACA: More from the Proposed Automatic Contribution Regulations
Yesterday, the IRS released Proposed Regulations on Automatic Contribution Arrangements. They contain some answers on the new Qualified Automatic Contribution Arrangement (QACA), created last year by Section 902 of the Pension Protection Act. Does a QACA satisfy the 401(k)(13) safe … Continue reading
Posted in 401(k), Automatic Enrollment, IRS
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T-Minus 22 Days and Counting: Implementing Automatic Enrollment for 2008
The proposed regulations for automatic enrollment arrangements are out, and the clock is ticking. For calendar year plans implementing a qualified automatic contribution arrangement (QACA) or an eligible automatic contribution arrangement (EACA) beginning on January 1, 2008, the time period … Continue reading
Posted in 401(k), Automatic Enrollment
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Effective Christmas Eve, New Default Investment Alternatives Regulations Answer Automatic Enrollment Questions
One of the big automatic enrollment questions was answered today with the release of the Final Regulations on Default Investment Alternatives Under Participant Directed Individual Account Plans. Plans have been permitted to automatically enroll employees in 401(k) plans for years. … Continue reading
Posted in 401(k), Investments
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Friday is 401(k) Day
Friday has been declared 401(k) Day by the Profit Sharing/401(k) Council of America (PSCA). What is 401(k) Day? PSCA has made it an annual day to celebrate the importance of employer-sponsored 401(k) and profit sharing plans. Amid the rush of … Continue reading
Posted in 401(k), Industry News
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IRS Resolves Part of the Cross-Testing Individual Classification Issue
In a Special Edition of Employee Plan News, dated August 2007 and released by the IRS on August 28, 2007, the IRS may have resolved at least some of the controversy over cross-testing plan allocations by placing individuals in their … Continue reading
Posted in 401(k), IRS, Profit sharing
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