Browsing Tag
401(k)
3592 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
ICI Slams DOL’s Final Rule on State-Run Retirement Programs
Responding to an apparent case of “good for thee, but not for me,” the Investment Company Institute (ICI)…
Do 401(k)s Contribute to ‘Income Inequality?’
The 401(k) savings gap shows higher-educated workers enroll and save more, increasing long-term retirement inequality.
What Do Baby Boomers Think of 401(k) Retirement Tech?
Score one for robo advisors. Millennials and baby boomers place an equal value on the importance of apps…
3 Keys to Earning Gen X and Millennials’ 401(k) Trust
We’ve said it before and we’ll say it again—control the 401(k) during the accumulation phase, and advisors have…
401(k) Flows to R6 Retirement Share Classes Spike
Beneficial for participants of bane of their existence—however 401(k) advisors feel about the DOL’s fiduciary rule, it appears…
Why Small Balance 401(k) Distributions Are Falling Through the Cracks
According to the recently released 2016 Willis Towers Watson U.S. Retirement Governance Survey, a major trend in retirement planning…
SunTrust 401(k) Suit Gets Class Action Status
Participants in SunTrust Bank’s 401(k) plan got the okay to proceed as a class with their claims that the…
What 403(b) Plan Participants are Doing Right
They’re better than the rest of us in every way. Not only do non-profit organizations and their employees…
How to Select the Right Target Date Fund for a Client’s 401(k)
Target date funds have entered their third decade of existence, but what’s made these investment options even more…
Morningstar to Launch Broker-Dealer Focused 401(k)
“Offering a retirement plan has never been easier.” It raises the question—for whom? Morningstar said it will launch…