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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
RIA Fail? Wirehouses, Banks Control Three-Quarters of All High-Net-Worth Assets
The word on the benefits of the independent RIA channel is having trouble getting out, as wirehouses and banks control…
The Top 401(k) Specialist Under 40: Alex Assaley’s Keys to Success
Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference: For…
2016 401(k) Summit: Small Business 401(k) Plans Score Major Win
American Retirement Association CEO Brian Graff called attention at the organization’s 401(k) Summit to a major win that…
2016 401(k) Summit: Don Trone Disses Fiduciary Rule
3ethos consulting firm's CEO, a fierce fiduciary critic, remains frustrated with the fiduciary rule despite its April release.
A 401(k) Bear Market for Bonds?
“The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly…
The Next Phase of 401(k) Financial Education is …
Bill Chetney doesn’t hold back on where he sees 401(k)s go right—and wrong. The former LPL exec and…
2016 401(k) Summit: CEO Brian Graff ‘In Your Face’ About Fiduciary Rule
American Retirement Association CEO Brian Graff employed a simile at the organization’s 401(k) Summit in Nashville on Sunday…
Why 401(k) Target Date Funds Went Crazy in 2015
Target-date fund inflows hit an all-time high in 2015, supporting asset managers and delivering stronger investor returns.
401(k) Fiduciary Rule Fallout: What it Means For Advisors
Last week, Secretary of the Department of Labor (DOL) Thomas Perez released the final version of the long…
Maryland Passes State-Run 401(k) Bill
Maryland approves a state-run retirement plan to aid workers without private sector 401(k) options, set for Governor's signature.