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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Media Makes Mess of 401(k) Participant Behavior
French Election 401(k) fears exaggerated as markets remain steady despite media panic over potential political outcomes.
Concerns Grow Over Social Security Longevity ‘Gap’
If only there was a retirement savings vehicle that could address this problem. An all-star group of economists…
Gen X Pessimistic (No Way!) About its Retirement Future
Generation X retirement saving challenges leave many unprepared and seeking financial guidance to secure their future.
A Brutal Reminder Why Workers Need 401K Financial Wellness
Think there isn’t a need for 401k financial wellness and education? Think again (and quickly). Almost 40 percent…
Top Advisors: What Really Matters?
Talk about a tough gig—mutual fund managers and NFL players have something in common, they don’t last long at the…
5 Steps to Establishing a Quality 401(k) Prospect List
Build a strong 401(k) prospect list using social media. Discover 5 steps to grow your retirement business with smarter connections.
What Is ‘Top Advisors By Participant Outcomes’ (TAPO)?
Successful participant outcomes are the only true measurements of retirement plan (and therefore retirement advisor) success. If plan…
Trump Officially Kills City-Sponsored Retirement Plans for Private Sector Workers
President Trump made it official on Thursday by repealing Obama-era legislation meant to auto-enroll private sector workers in…
Does Your 401(k) Marketing Effort Help or Hurt Your Brand?
“I sold a 401(k) plan sponsor with a napkin.” In a recent conversation, a very experienced retirement plan…
DOL in Open Revolt Over Fiduciary Rule Delay
Russia, immigration, health care—Trump has bigger fish to fry, so don’t expect much movement with the fiduciary rule one way…