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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Bad News for 401(k) Loan Activity
DC plan participants 2017 stayed invested, with steady contributions, low withdrawals, and loan activity slightly above crisis levels.
How Quickly is Disruption Happening in the 401(k) Space?
401(k) Specialist interviewed Daniel Satchkov of Rixtrema at the Excel 401(k) Conference and discussed whether disruption is happening…
What Do High 401(k) Fees Really Cost Workers?
They’re disclosed in a way few people read, even after the institution of 408(b)(2) regs that were supposed…
Our Request to Congress: Save Our Savings (and Retirement)!
Collaborating with industry partners, we're advocating for clarity in upcoming tax legislation affecting retirement plans.
The Critical Difference Between Advisor Value and Value Proposition
Insights from Craig Rosenthal on 401(k) advisor value propositions and fee reasonableness at the Excel 401(k) conference.
4 Retirement Plan Freedoms for Which to be Thankful
There are many things we can be grateful for this Thanksgiving. Our families, our friends, our jobs, our…
How to Approach and Serve ‘Generation Now’ Clients
'Generation Now' investors control $3.5 trillion in investable assets, and their lives have been shaped by global uncertainty and instability.
5 Tips to Make 401(k) Participants Better Investors
Learn how to prevent common 401(k) investment mistakes and help participants make smarter, more confident retirement decisions.
Female-Focused Firm Finds New Home
Women Financial Advisors RIA Financial Focus joins Securities America to support women clients with independent financial planning.
4 Measures of 401(k) Financial Wellness Success
Employee Financial Wellness Programs boost productivity. Gauge success with benchmarks, surveys, and data analysis.