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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
401(k) Rollovers: Still a $12 Trillion Deal?
Talk of a 401(k) rollover storm, tsunami, surge (whatever the metaphor) hits fever pitch and the federal government’s…
Top 10 Most Widely Used Fund Families for 401(k) Plan Participants
Whomever said advertising doesn’t pay is probably out of business. As with the Budweiser Clydesdales and wisecracking geckos,…
Goofball Gronk’s Smart NFL Retirement Saving Decisions
It may be offseason, but last weekend’s draft festivities highlighted the excitement (and anxiety) surrounding newly minted NFL…
Who Do 401(k) Participants Look to for Financial Education? (Hint: Not Who You’d Think)
Important tip; don’t listen to drunk Uncle Joe when deciding on your (or your client’s) financial future. The…
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
Why 401(k) Provider Aspire is Feeling So Calm
A better mousetrap, outside the box, win-win; if the latest term to enter the business lexicon catches on…
Fiduciary Expert Reish’s Take on DOL ‘Duty to Monitor’
We don’t know if they’re gems, but they’re certainly hidden, and fiduciary giant Fred Reish is out to…
Dems’ Hedge Fund Hell for Retirement Savings
Zut Alors! Rhode Island, the smallest state in the Union with a penchant to screw up big, has…
Do Employees Love Their 401(k) Plans?
401(k)s get to sit with the cool kids; they’re really popular. In fact, a recent survey finds the vast…
401(k) Advisors: 3 Ways to Differentiate Yourself in the Fiduciary Rule Regime
ATTENTION 401(k) PLAN ADVISORS: With the finalization of the conflict of interest rule, you just lost a major…