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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Offbeat and Completely Original 401k Enrollment Strategies
Taco trucks. Hammocks. Keg-o-rators. Not exactly the words you associate with increasing 401k participation, but advisor Jason Chepenik…
Design to Double: Effectively Tackling Sales Pipeline Management
The No. 1 distraction for advisors, says Rick Shoff, managing director at Captrust, is their pipeline. Sure, everyone’s…
Rosy Returns: The Case for ESG Factors in Target Date Funds
SRI, ESG, and related strategies no longer sacrifice performance for values, proving critics wrong with strong results.
Effective 401(k) Plan Design Elements
Retirement plan strategies to boost participation using auto-enrollment, escalation, and Social Security insights from George Fraser.
401k Freak Out: Americans Increasingly Worried About Retirement
More Americans are feeling anxious about saving for retirement, and at least four in 10 are stressed about…
How to Benchmark 401(k) Participant Outcomes
Interview with Kathleen Kelly on retirement plan strategies, focusing on participant outcomes, auto features, and financial wellness.
Understand 401(k) Plan Expenses to Yield Fitting Benefits
The recent barrage of litigation and emerging regulations pertaining to retirement plan fees has put 401(k) plan sponsors…
Get to Know Stable Value Funds (Again)
Stable Value Funds offer principal preservation, liquidity, and attractive yields for retirement and savings plans.
“Millennial Retirement Dreams: Early Retirement and Millionaire Goals
Searching for some optimism? Millennial retirement hopes might be hogging it all. The average Millennial expects to retire…
How to Create a Competitive 401k Advantage Through Adaptive Selling
The boardroom is where adaptive selling happens. Multiple finals presentations will be delivered to the committee, including your…