Merging 401(k) Plans
- Hidden Traps of Employee Benefits Issues in Mergers & Acquisitions. Ray, Magan // Venulex Legal Summaries;2002 Q2, p1
The article focuses on employee benefits issues in mergers and acquisitions involving a typical technology company. It warns that tax preferential treatment are given to most benefit plans and they are subjected to complex rules governing the form of the plans and their ongoing operation or...
- ConocoPhillips' weekend plan merger avoids blackout period. Feinberg, Phyllis // Pensions & Investments;4/19/2004, Vol. 32 Issue 8, p29
The merger of ConocoPhillips Inc.'s two defined contribution plans serves as a road map for other companies seeking to avoid blackout periods. Weekend conversions are a relatively new phenomenon among defined contribution plan sponsors wanting to avoid the debacle that befell Enron Corp., whose...
- Five tips for successful 401(k) participation. Elswick, Jill // Employee Benefit News;Nov2002, Vol. 16 Issue 14, p39
Provides tips for a successful 401(k) employee benefit plan participation. Priorities in participating; Inclusion of investment options in the plan; Percentage of preretirement income needed to be replaced during each year of retirement.
- Before moving your 401(k) assets, consider this. Guthrie, Tom // Journal of Business (10756124);1/30/2003, Vol. 18 Issue 3, pB7
Presents the three options available for employees before making the decision to move the 401(k) assets in Spokane, Washington state. Advantages of keeping the money in the employer-sponsored plan; Direct rollover to a traditional individual retirement account; Benefits and disadvantages of...
- Firms get smart about 401(k) plans. Salak, John // Crain's Small Business -- New York / Westchester;Sep96, Vol. 3 Issue 7, p18
Focuses on the practice of companies in the United States to turn to `big bundle' providers as a cost-efficient way to educate their workers on 401(k) plans and other investment instruments. Record-keeping and employee education services of large financial services and insurance companies.
- Would US approach perk up pensions? Greenwood, John // Money Marketing;7/3/2003, p20
Discusses the suitability in Great Britain of a pension plan similar to the 401(k) plan of the United States. Policy move needed to kickstart workplace pension provision; Importance of linking employers' pension with those of employees; Problems of the introduction of the earnings cap in the 1980s.
- You may soon be allowed to increase 401(k) contributions. Napach, Bernice // Medical Economics;11/23/98, Vol. 75 Issue 23, p21
Announces that highly compensated employees (HCEs) in the United States will be allowed to add more money to their 401(k) plans starting in 1999. Adjustment of maximum limits; Distinction from the contributions of non-HCEs.
- Switching 401(k) service providers. Demby, Elayne Robertson // Treasury & Risk Management;Mar2000, Vol. 10 Issue 2, p39
Presents several factors to consider in a company's decision to change 401(k) service providers. Employees' adjustment of their portfolios; Attribution of the motivation to change providers to discontent over providers' fees; Review of the providers' level of service and investments.
- No Time, No Energy No Comprende. Kelly, Susan // Treasury & Risk Management;Sep2003, Vol. 13 Issue 8, p49
Focuses on the management of the 401(k) plans of employees in the U.S. Advantage of beefed-up offerings; Increase of the average savings rate of employees; Effect of automatic rebalancing on the financial performance of individual accounts.