Long before the Enron blow-up, we received calls concerning employer stock in 401(k)s.
Many companies still offer employer stock in 401(k) plans because of a tax preference called net unrealized appreciation (NUA).
Company stock in 401(k) plans peaked around 19% in 1999 and recently dropped to 9.7% in 2008, EBRI says.
U.S. and U.K. stock markets were also slated to take the day off.
Either would trigger a swift restructuring of the U.K. stock of debt.
Financial scholars David Chambers and Elroy Dimson have calculated that he outperformed the U.K. stock market by a risk-adjusted eight percentage points a year over that period.
Rowe Price Small-Cap Value Fund has owned K-Tron stock since the company went public in 1980.
Back in 2005, participants under 25 held less stock in their 401(k)s than older working age adults.
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The 1940s was an inopportune time to set up a stud farm, as importing foundation stock from the U.K. was hindered during the Second World War.
Surprise: You might want to pay up the 10% penalty rather than rolling company stock from your 401(k) into an IRA. The long-term tax advantages can be huge.
Word was spreading among employees about a novel way to cash in on the company stock in their 401(k) accounts without triggering Draconian taxes, and senior management was petrified.
The London Stock Exchange is headlining the law among reasons that foreign firms should list stock in the U.K. instead of the U.S. German carmaker Porsche AG and reinsurer Benfield Group are among those scared away by Sarbanes-Oxley from U.S. listings lately, meaning less business for local exchanges and fewer choices for investors.
If you own a home or have a 401 K or any other stock investments, you fully understand what has happened.
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You may or may not be familiar with the concept of Net Unrealized Appreciation (NUA) as it relates to company stock owned in your 401(k) plan.
Citigroup 's Joe Brent is not only StarMine's top-ranked stock picker in the U.K. and Ireland, but this 12-year veteran also holds the No. 2 slot for all of Europe.
One way to get on a Englishman's wick is to offer a piffling 560 pence per share for the London Stock Exchange, the primary stock exchange in the U.K. and the largest in Europe.
Mr. Thompson will be eligible to participate in the benefit programs generally available to senior executives of the Company, including health insurance, life and disability insurance, the Employee Stock Purchase Plan, 401(k) plan, and a Flexible Spending Plan.
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Citigroup 's (nyse: C - news - people ) Joe Brent is not only StarMine's top-ranked stock picker in the U.K. and Ireland, but this 12-year veteran also holds the No. 2 slot for all of Europe.
Bush's plan would allow employees to sell stock in their own company after participating in a 401(k) plan for three years and stipulates that senior company executives may not sell their company stock during a period when employees are barred from doing so.
Hewitt found that the percentage of employees who held half or more of their 401(k) assets in employer stock rose from 9.4% in 2008 to 12.7% in 2009.
Even more alarming is that among those in their 60s, who have the least amount of time to recover from a large loss, almost 15% had more than half of their 401(k) invested in company stock.
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Including employer stock as an option in a 401(k) is another example of a plan structural conflict.
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Many plans also allow 401(k) investors to own company stock within the plan.
They invest their 401(k) account equally in a stock mutual fund and a bond mutual fund, each of which charges average market fees.
Home values are back on the rise. (Applause.) The stock market has nearly doubled -- 401(k)s are starting to recover.
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Above all, Mr. Osborne might ask how exactly Mr. King's plan helps address the central problem of the U.K. economy: its very high stock of debt.
The Employee Benefit Research Institute says that the percentage of 401(k) assets held in employers' stock has been halved since 2000, but the numbers are still alarming.
They see the volatility in the stock market, and when they get their 401(k) statements, they see that that value has gone down.
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