401 Archives - CFO

Trump’s Pension Policy

Retirement Plans

Trump’s Pension Policy

If Trump shelves the new fiduciary rule, brokers might seek out deals that pay them best, rather than act in the best interests of sponsors and employees.

By Rob Massa | December 9, 2016

How to Button Up Benefits in M&A Deals

Risk Management

How to Button Up Benefits in M&A Deals

Acquisitions are tricky, so employee benefits aspects to them may be overlooked. Here's what to keep in mind.

By L. Scott Austin | March 16, 2015

Pension Power for the 401(k)

Retirement Plans

Pension Power for the 401(k)

New federal guidance could spur demand for guaranteed lifetime income products, which ideally can function similarly to pensions.

By David McCann | December 5, 2014

Out with the Old?

Human Capital & Careers

Out with the Old?

Companies determined to maximize the savings from cash-balance pension plans may invite a federal crackdown.

By Robert Stowe England | September 1, 1999

When Pensions Change Hands

Human Capital & Careers

When Pensions Change Hands

Integrating 401(k) plans after a merger can raise tricky fiduciary issues.

By Robert Stowe England | August 1, 1999

The 401(k) Switch is On

Human Capital & Careers

The 401(k) Switch is On

Plan sponsors are finding there's often some gain after the pain of changing 401(k) providers.

By Jeannie Mandelker | May 1, 1999

Empowered Employees

Human Capital & Careers

Empowered Employees

401(k) participants want it all, including quick enrollment and individualized data.

By Jeannie Mandelker | April 1, 1999

Online Lifeline?

Human Capital & Careers

Online Lifeline?

Employees with electronic access to 401(k) plan information may have much more than another bell and whistle.

By Jeannie Mandelker | October 1, 1998

Investment Banking

Shallow Harbor

Is federal protection from fiduciary liability deep enough for sponsors to weather a market downturn?

By Robert Stowe England | August 1, 1998

401(K) Sticker Shock?

Corporate Finance

401(K) Sticker Shock?

Plan sponsors hope to head off federal rules that would require them to disclose more of their costs.

By Robert Stowe England | May 1, 1998

Nest Egg or Lemon?

Retirement Plans

Nest Egg or Lemon?

If you're buying another company, make sure you look under the hood of its 401(k) plan.

By Virginia Munger Kahn | April 1, 1998

To Bundle, Or Unbundle?

Banking & Capital Markets

To Bundle, Or Unbundle?

More 401 (k) plan sponsors are snipping the ties that bundle services.

By Gordon Williams | October 1, 1997

Too True to Be Good

Too True to Be Good

Putting stock in an employer has merit. Owning too much is risky.

By Ellen Benoit | August 1, 1997