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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Smaller 401(k) Sponsors (Still!) Struggle to Understand Fees
Morningstar, Investment Company Institute and a plethora of other recent reports point to lower investment fees overall in…
May 8, 2018
New 401(k) Fintech: CataMetrics, Riskalyze Join Forces
Fintech firm Riskalyze and white-labeled portfolio provider CataMetrics Management announced yesterday that they are teaming up to deliver…
May 8, 2018
How Did Target-Date Funds Fare in 2017?
Record flows paired with positive returns lifted assets in target-date mutual funds above $1 trillion last year, in…
May 7, 2018
DOL Announces Fiduciary Policy After Bombshell Ruling
The Department of Labor will not pursue prohibited transactions claims against fiduciaries “who are working diligently and in…
May 7, 2018
Employers Embracing Financial Wellness at Impressive Pace
Financial wellness programs boost employee satisfaction, retention, and productivity while helping employers strengthen benefits packages.
May 7, 2018
Drinker Biddle’s Fred Reish: What’s Next in the 401(k) Fiduciary Fight?
We try our best to keep up. With all that’s happening, it ain’t easy. This interviewed…
May 7, 2018
Saddled with Debt, Millennials Postpone Major Milestones
It’s not exactly breaking news, but Millennials are falling behind when it comes to achieving major milestones. And…
May 6, 2018
Which 401(k) Plan Features Boost Retirement Readiness?
New research suggests 401(k) plan sponsors may play an even bigger role in American workers’ retirement outcomes than…
May 4, 2018
Target Date Fund Expense Ratios Show Sharp Decline
A recent hyper-focus on fees from plan sponsors, participants and lawyers belies the fact that expense ratios, at…
May 4, 2018
Two Titans Team to offer Retirement Plan Investment Data
Fintech giant Broadridge Financial Solutions and research and consulting giant Morningstar announced Thursday that they’ve reached an agreement…
May 3, 2018