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THE PROFIT SHARING AND 401K ADVOCATE SHARING THE COMMITMENT SINCE 1947
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David Wray's Blog





PSCA 52nd Annual Survey of Profit Sharing and 401k plans

Take Control with Your 401(k)

"It was the consensus of our committee members that Take Control with Your 401(k) has a very clearly written section on every important 401(k) topic...so we bought a copy for everyone!" Dennis Buster, Everett Charles Technologies, Inc.

David L. Wray's book,
Take Control with Your 401(k) has been revised to reflect the changes that have occurred since the book was originally published in 2002.

Take Control with Your 401(k) is available for $13 ($5 for PSCA members).

Plan Fees

Text of DOL Interim Final Rule Under Section 408(b)(2)- Fee Disclosure July 19, 2010

Summary of the Department of Labor Interim Final Rule Under Section 408(b)(2) - Fee Disclosure (July 19, 2010)

Fee Disclosure Provisions in HR4213, the American Jobs Closing Tax Loopholes Act of 2010 As Agreed To By The House of Representatives on May 28, 2010 (June 9, 2010)

HR 2989, The 401(k) Fair Disclosure and Pension Act of 2009 (August 24, 2009)

HR 2779 The Defined Contribution Plan Fee Transparency Act of 2009 Introduced by Representative Richard Neal (August 3, 2009)

HR 2989, the 401(k) Fair Disclosure and Pension Security Act of 2009, as reported by the House Committee on Education and Labor on June 24, 2009

The Guthrie Amendment to the 401(k) Fair Disclosure and PensionSecurity Act of 2009, approved by House Committee on Education and Labor on June 24, 2009

PSCA Joins Others in Expressing Concern About the Advice Provisions in HR 1988
(June 23, 2009)

PSCA Urges Addition of Kline Amendment to HR 1988
(June 23, 2009)

The Defined Contribution Plan Fee Transparency Act of 2009, introduced by Representative Richard Neal on June 9, 2009

HR 1984, The 401(k) Fair Disclosure for Retirement Security Act of 2009, as introduced on April 21, 2009

PSCA Testified February 25, 2009 Before TheHouse Committee on Small Business
(February 25, 2009)

PSCA Statement for the Record
February 24, 2009 Hearing on Strengthening Worker Retirement Security

(February 24, 2009)

PSCA Comments On Proposed Rule For Fee Disclosure In Participant-Directed Individual Account Plans 
(September 4, 2008)

Summary of Proposed Rule on Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans
(July 23, 2008)

HR 3185, The 401(k) Fair Disclosure For Retirement Security Act of 2008, As Approved By The Committee on Education and Labor on April 16, 2008
(April 21, 2008)

April 15 letter to Chairman Miller regarding HR 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2008
(April 15, 2008)

PSCA President David Wray Testifies Before Department of Labor Regarding Proposed 408(b)(2) Regulations (March 31, 2008)

PSCA Statement for the Record
February 24, 2009 Hearing on Strengthening Worker Retirement Security
(February 24, 2009)

PSCA 408(b)(2) Response (February 11, 2008)

Proposed Rule for Disclosure Under 408(b)(2) (December 13, 2007)

Proposed Class Exemption for Plan Fiduciaries Under 408(b)(2) (December 13, 2007)

PSCA President David Wray Testifies Before U.S. House of Representatives Ways and Means Committee (October 30, 2007)

Hidden 401(k) Fees: How Disclosure Can Increase Retirement Security (October 24, 2007)

A Primer on Plan Fees (October 18, 2007)

PSCA Board Member Lew Minsky Testifies Before the U.S. House of Representatives Education and Labor Committee (October 4, 2007)

A Primer on Plan Fees and an Analysis of HR 3185, The 401(k) Fair Disclosure for Retirement Security Act of 2007 October 1, 2007)

Comments on HR 3185, The 401(k) Fair Disclosure for Retirement Security Act of 2007 (September 10, 2007)

Summary of HR 3185, The 401(k) Fair Disclosure for Retirement Security Act of 2007 (July 27, 2007)

Fee and Expense Disclosure to Participants in Individual Account Plans: PSCA's response to EBSA request for information (July 24, 2007)

Joint submission to the Department of Labor: Recommendations for participant-level disclosure of defined contribution plan fee information (July 24, 2007)

Twelve trade associations support improved 401(k) disclosure (July 24, 2007)

PSCA comment letter on proposed changes to the Form 5500 (September 21, 2006)

PSCA comments on proposed rule on electronic filing of Form 5500 (October 28, 2005)

Employee Benefits Security Administration (EBSA) Report of the Working Group on Plan Fees and Reporting on Form 5500 (November 10, 2004)

Employee Benefits Security Administration (EBSA) Report of the Working Group on Fee and Related Disclosures to Participants (November 10, 2004)

PSCA testimony before the ERISA Advisory Council Working Group on Plan Fee Reporting on the Form 5500 (September 23, 2004)

PSCA testimony before the ERISA Advisory Council Working Group on Fees and Related Disclosures to Participants (September 21, 2004)

  

 

Profit Sharing / 401k Council of America
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Tel: (312) 419-1863 • Fax: (312) 419-1864 • psca@psca.org

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