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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
6 Ways to Increase Website Traffic for More 401(k) Business
Seven seconds—that’s how long you have to impress or fail with a first-time website visitor. They either like…
Fiduciary Awareness is on the Wane (Wait, What?)
Fiduciary awareness decline among DC plan sponsors is rising, leaving many unprepared for growing responsibilities and legal risks.
We’ve Arrived! Trump Tweets About 401(k) Balances
President Trump took a break from his normally dignified Twitter protocol to boast of high 401(k) balances, driven…
401(k) Rollovers Roll On, Despite Fiduciary Rule
Traditional IRA rollover strategies remain a top option for retirees seeking control, tax benefits, and investment flexibility in retirement.
How Investment Managers Should Access the 401(k) Market
Target Date Funds face rising competition; asset managers must adapt strategies to succeed in the defined contribution market.
How ‘Great Recession’ Shaped Retirement Savings Behavior
Millennial retirement investing shows a do-it-myself mindset, focusing on savings, financial independence, and conservative strategies.
Why It’s So Easy to Steal 401(k) Plan Assets
It’s easier than you think for a third-party administrator or plan fiduciary to steal plans assets. The allegation…
A Great Niche for 401(k) Plan Advisors
Health care institution retirement plans survey shows shift from 403(b) to 401(k) and highlights strategies to boost employee savings.
How Young Retirement Advisors Are Doing It Right
Must they be so right at everything? New data from global research and consulting firm Cerulli Associates finds…
Fiduciary Rule Killing Annuity Sales
Annuity sales decline as fiduciary rule impacts IRAs, with quarterly sales falling below $50 billion for the first time in 15 years.