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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Merrill Lynch Rolls Out 5 New ESG Portfolios
An increasing number of financial firms are making it easier to simultaneously save for retirement and save the…
Fifth Circuit Court Denies Fiduciary Reboot Request
Fiduciary Rule Court Decision marks the end as the Fifth Circuit denies revival, shaping future financial regulations.
How Risk-Averse Are 401(k) Retirement Savers?
No surprise here, 401(k) savers are worried about market volatility and want advice for protecting their retirement nest eggs during periods of turmoil.
Who’s Most (and Least) Worried About Retirement Income?
Gex X—that cynical, sullen bunch—aren’t known for their sunny outlook, and Gen X women, in particular, are most…
DC Plan Distribution Policies in Desperate Need of Upgrade
401k advisors and their plan sponsor-clients might want to take a closer look at the ways in which…
3 Leadership Qualities Essential for 401(k) Advisor Success
Gotta love Jeff Cullen’s proverbial kick in the pants, something 401(k) advisors all too often forget. “Quit ‘getting…
May 2018 Top Advisor By Participant Outcomes (TAPO)
Learn how a hospital improved its retirement plan participation rate and prepared employees for retirement in this successful case study.
What The SEC’s Proposed Rule Means For 401(k) Plan Sponsors
Anyone who hoped the Securities and Exchange Commission (SEC) might do the right thing and issue a uniform…
The No. 1 Ingredient in Successful 401(k) Marketing: Fi360 Annual Conference
How does your 401(k) marketing stack up against the competition? In a “highly interactive experience” at Fi360’s annual…
How Long Do Americans Expect to Work?
Over half of U.S. workers ages 60 and older aren’t planning to hang up their hats anytime soon,…