"Newbies"

Humor

Themes & Topics

Glossary

Lecture Notes

Trivia & Factoids

Themes & Topics: 401(k) Plans

Background Information

• 401k Forum Information for employees and employers

News Stories

Advice & Opinions

• Cash Balance Plans
  • Some Kinds of Pension Funds Only Look Like 401(k) Plans (WSJ, December 31, 1998)
  • Interest Rates Hold Power Over Cash-Balance Plans (WSJ, December 31, 1998)

• Beware of Pesky 401(k) Maintenance Fees (SF Chronicle, July 13, 1998)

• Do Not Borrow From Your 401(k) Explore all other possibilities first (SF Chronicle, March 16, 1998)

• How Changing Jobs Affects Your 401(k) (SF Chronicle, March 16, 1998)

• What Features to Expect From Your 401(k) (SF Chronicle, March 16, 1998)

• A Roth IRA or a 401(k)? (SF Chronicle, March 16, 1998)

• You may be choosing the wrong funds and saving too much (USNews, June 9, 1997)

• 401(k) Advice Online (San Francisco Chronicle, October 1, 1996)

• Forum (401(k) Forum)

• 401(k) Investment Choices Vary Among Similar Workers (EBRI Report)
  
• Big Boost for Retirement Savings Clinton OKs law to aid millions of small-business workers (SF Chronicle)

Are You Diversified?

• Your 401(k): Is it Safe From Looters? (kiplinger)

• Don't put all eggs in one basket (The Christian Science Monitor)

 

Resources Online

• Review of Internet Sites (PC Magazine)

Some Advice:

• 05/19/97 LOGGING ON TO YOUR 401(k) (BusinessWeek)
• Hiring An Expert (kiplinger)
• Information from the IRS (IRS)
• Information sources on the web. (USA Today)

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Bloopers & Blunders

Asset Allocation an Art?

Objective