Browsing Tag
401(k)
3593 posts
A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of their pre-tax or after-tax income towards retirement. These contributions are then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Save Responsibly: National Retirement Security Week Is Here Again
Where did the year go? National Retirement Security Week is once again here with a great message for…
October 22, 2018
Why 401(k) Financial Literacy Should Be Front and Center
Blake Thibault, managing director of Heffernan Financial Services, has plenty to say about the firm’s efforts in the space.…
October 20, 2018
DOL to Introduce New Fiduciary Rule
DOL fiduciary rule faces revival in 2019 as the Department considers new regulations after court vacated the prior definition.
October 19, 2018
How to Keep 401(k) Participants Focused on Retirement Saving
AFS 401(k) Retirement Services Alex Assaley talks student loan debt and other distractions. This video titled “How to…
October 19, 2018
The Urgent Case for Target Date Fund Diversification—Now
Defined contribution plans will play a significant role in determining the retirement well-being of many American workers, but…
October 19, 2018
If Female Advisors Won’t Attract More Female Clients, What Will?
Women are handling the money in more than half of American households. Yet, around the same amount don’t…
October 19, 2018
Which 401(k) Features Positively Influence Plan Participants Most?
The best 401(k) advisors are well aware of the importance of plan design. Sure, it’s on employees to…
October 17, 2018
What’s Next For 401K MEPs?
The president’s executive order put multiple employer plans front-and-center. Here’s what happens now. Pete Swisher, from Pentegra Retirement Services,…
October 17, 2018
Slideshow: ‘Who Wins?’ 8 Countries Ranked by Retirement Happiness
Great news: research has uncovered the key to retiring happy. Even better news: the formula is simple and…
October 17, 2018
Trust and Trends: What 2018 TAPO Judge Barbara March Sees in 401(k) Advisors
If you’re ever at an industry event with Barbara March in attendance, find a way to sit at…
October 17, 2018