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1933 posts
What it Takes to be a 401(k) ‘Super Saver’
They’re quirky, comfy and oh-so-entitled, but credit where credit is due. Millennials (at least some) are doing 401(k)s…
Why Americans Trust in Their 401(k) Plans
401(k) plans help millions save with tax advantages, payroll deduction, and investment choices for long-term retirement security.
Bucking Trump, Oregon Launches State-Run Roth IRA
Oregon state retirement plan helps private workers save through payroll deductions despite federal opposition to state-run programs.
Is Retirement Plan Leakage Finally Drying Up?
The problem of 401(k) leakage continues to confound, robbing participants of asset accumulation and appreciation and the potential for a secure retirement.
Will Public Sector Retirement Problems Point to 401(k)s?
Are 401ks the answer? An overreliance on public-pension promises has many government employees on shaky retirement ground, as…
June 2017 Top Advisor by Participant Outcomes (TAPO)
How to quantify the seemingly ‘unquantifiable’. Our practice has always taken a high-touch and high-customization view when it…
Northrop Grumman Settles Multi-Million Dollar 401k Fee Suit
The man’s a machine. With the sting of defeat still fresh from a federal judge’s dismissal of his…
Who Wins With 401(k) Auto Portability?
Auto portability is the routine, standardized and automated movement of an inactive participant’s retirement account from a former…
How Much Income Would Annuities Provide 401k Participants?
An annuity option in the investment menu would account for well over a third of needed income in…
‘Dilute’ the Fiduciary Rule, Get Sued: Aikin
One has to wonder if fiduciary rule advocate Blaine Aikin is smart or lucky. The firm he heads, Fi360,…