How After-Tax Contributions Become Tax-Free Retirement Income
For many years, after-tax contributions to retirement plans were like the seventh batter on a professional baseball team.…
Uncashed 401(k) Checks: An Issue that’s Gaining Attention
Until recently, uncashed distribution checks were thought to be a relatively minor issue for retirement plans. As James…
401(k) Rollovers: What to do With Company Stock?
As plan participants have become more knowledgeable about the importance of asset allocation and diversification, the percent of…
Why IRA Rollovers Matter When a 401(k) Plan Terminates
There are circumstances—mergers, acquisitions, and bankruptcies, among others—that cause companies to reevaluate and, in some cases, terminate their…