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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Envestnet, Advisor Group Team for Major 401k Practice Management Play
Broker-dealer behemoth Advisor Group announced Tuesday it’s launched of Retirement Plan Central, a “comprehensive practice management platform for…
Focus on Income for Better 401(k) Outcomes
The firm’s leaders believe America’s retirement plan system is failing and needs a makeover. Outcomes are not what they should be, in their view, because the industry is not focusing on income.
A Simple Solution to Protect 401(k) Plan Participant Assets
Vantage Benefits Administrators, a Dallas-based “TPA, recordkeeper and professional fiduciary” and subject of an FBI raid in October amid fraud…
401(k) Advisor Succession Plans are a Mess—It’s a Problem
By now it’s cliché—the 401(k) advisor industry is overwhelmingly male, pale and stale. The average age of 401k…
401k Conflict—Workers Confident, Employers Concerned
Is there an employer-employee retirement perception gap? Apparently so, if a new survey is any indication. While strong…
The One Thing You Must Do as a 401(k) Plan Advisor
If you’re managing one or many 401(k) plans, it’s important to know what services plan sponsors really want…
3 Critical Areas of 401(k) Best Practices
Having worked as a 401(k) plan consultant and investment advisor for more than 30 years, I have seen…
401k Financial Wellness Needed in Military Members’ Transition
Financial wellness should play a role in all facets of society, across most (if not all) sectors and…
Fidelity’s #MeToo Moment Spurs Massive Headaches
Fidelity fund outflows raise concerns despite strong returns and $6.8T assets, as scandals and investor exits impact growth.
401k Fear: Most Women Foresee Working Past Retirement Age
Retirement isn’t looking so simple for the ladies, according to research by Transamerica Center for Retirement Studies (TCRS).…