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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What to do About Small and Missing 401(k) Accounts
Elizabeth Warren is on the hunt—for small and missing 401(k) accounts. The Massachusetts senator and liberal gadfly reintroduced…
Americans Favor Short-Term Savings Over 401(k)s
Saving money survey shows most Americans save or pay bills, but far fewer direct extra funds toward retirement savings.
U.S. Workers: Reducing Debt Trumps Desire to Grow 401k Savings
America Saves Week may be winding down, but if a recent survey is indicative of anything, it’s that…
Differences Shrink Between DC and DB Plan Returns
DC plan returns are rising, narrowing the gap with DB funds as improved design and lower costs boost performance over time.
How to Meaningfully Monitor the Retirement Plan
What are the important retirement plan best practices, especially with monitoring and oversight? Arnerich Massena asks and answers…
What Happened With FINRA Fines in 2017?
Did 2016’s heavy-handed FINRA fines (a record amount totaling $176 million) scare the industry straight? Perhaps—at least to…
Constant Connection—The Importance of ‘Presence’ in Achieving Elite Advisor Status
Confident yet humble, they exude a distinctive presence, disciplined in who they are and how they run their business.
March 2018 Top Advisor By Participant Outcomes (TAPO)
Blue Ribbon Plan helps sponsors achieve excellence with conflict-free oversight and fiduciary governance for retirement success
Reason No. 6,392 for 401(k) Retirement Savings
Over 60 percent of females, who are retired or plan to retire soon, are counting on Social Security as their primary source of retirement income.
How to Boost Small Business Owners’ Retirement Confidence
Small business owners experience different retirement planning challenges than typical employees, according to a small business retirement plan…