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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Differentiation, Personalization Paramount in Financial Wellness: GRPAA 2018 Summit
Buzzword, hot topic, mission, social movement. These were just a few ways Liz Davidson described financial wellness Friday…
How We ‘Ought To’ Be Talking to 401k Participants: GRPAA 2018 Summit
Some like it hot, others not, as the GRP Advisor Alliance gathering kicked off Friday morning at the…
How 401(k) Participants Wanna Save the World
ESG Investing is growing fast, with younger investors driving demand despite advisor concerns over performance and adoption rates.
Will Small Businesses Adopt 401(k) Multiple Employer Plans?
President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could be a game changer for the…
How to Determine if TDFs Are Actually on Target
Target Date Funds help investors stay on track. Learn how glide path design and human capital shape retirement outcomes.
IRS Saves Trees, Goes Paperless for 401k Filing Correction Program
Since 2002, the Internal Revenue Service has allowed plan sponsors to voluntarily identify and correct certain various types…
Really? Study Finds Millennials Face (Not-So) Unique Retirement, Financial Issues
Millennials financial challenges include debt, student loans, and retirement concerns, according to new research comparing generations.
Shock (Not)! Tech Tools Significantly Boost 401k Savings Habits
Self-driving cars will soon become commonplace. Next up, self-driving money? Technology is altering almost all areas of modern…
2018 TAPO Judge: Rum, Retirement and Richard Carpenter’s Record-Keeping Expertise
USVI Pensions founder Richard Carpenter shares 35+ years of expertise in retirement plans, TPAs, and consulting services.
Where Are We With Total 401(k) Assets?
Not that we’re watching too closely, but like 401k plans themselves, it’s good to benchmark overall assets from…