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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How ‘Mega Roths’ Help 401k Plans
Do you have plan sponsor-clients who want to allow participants to contribute more Roth monies to a defined…
IRS Clarifies Health Savings Account Contribution Limits
A bit of confusion was cleared by the IRS on Thursday with its announcement that the maximum deductible…
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger
Financial Engines, which claims to be America’s largest independent investment advisor and was founded by Nobel Prize-winning economist…
Wells Fargo Investigated By DOL Over 401(k) Rollover Practices
The Labor Department is looking into whether Wells Fargo & Co. has steered participants in low-cost corporate 401(k)…
How to Win on Paper But Lose a 401(k) ‘Finals’ Presentation: Fi360 Annual Conference
Learn how to win as a 401(k) adviser by focusing on key areas and being prepared for questions and challenges from plan sponsors.
How Writing and Thought-Leadership Can Improve a 401k Advisory Practice: Fi360 Annual Conference
401k advisors who have caught the writing bug can use it to their advantage in myriad ways, and…
ESG Considerations for ERISA Fiduciaries: Fi360 Annual Conference
ESG investing is a lot like derivatives. It can be immensely additive and helpful from a return and…
401k Plan Sponsors in Desperate Need of Fiduciary Know-How: Fi360 Annual Conference
Ensuring that Americans are able to retire with dignity (and sustain that dignity throughout retirement) begins with helping…
The Advantages of Separately Managed Accounts in 401ks: Fi360 Annual Conference
Tim Friday, Institutional Services Group CEO and president with Pittsburgh-based Mid Atlantic Trust Company, used his teenage daughter’s…
Fiduciary Rule on ‘Life Support,’ SEC Version Might Never Happen: Fi360 Annual Conference
Fi360 executive chairman Blaine Aikin kicked off the firm’s annual conference Wednesday afternoon in San Diego with a…