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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
More Americans Report Having 401k Savings, But Few Are Saving Enough
Some good news and bad. Let’s start with the good. Far fewer Americans this year report having zero…
Bringing Balance Back to Business—One 401k Advisor’s Time Management Tightrope
A guy named Tony Powers has gotta be an elite advisor—his name just screams success, like Richie Rich…
Millennials Look to 401k Returns to Fund Passion Projects
Millennial work values drive passion projects, job changes, and career choices, shaping a future focused on purpose and flexibility.
Is It Possible to Retire Overseas and Collect Social Security?
America is undeniably great, but far from cheap. Upon exiting the workforce, some retirees are realizing how far…
Major MEP 401(k) Bill Reintroduced in Senate
Retirement Savings Act returns with 2018 updates to improve 401(k) plans, expand MEPs, and boost retirement access for small businesses.
Regulator Galvin Investigates Wells Fargo’s 401k Rollover Recommendations
The hits keep happening. Massachusetts Secretary of Commonwealth William Galvin has opened an investigation into Wells Fargo Advisors,…
401k Fail: Why Are Women Underrepresented, Even as They Outperform?
It’s International Women’s Day, so what better time to highlight women’s performance in the asset management industry? A…
U.S. Workers Look to Employers for Financial Advice
When a doctor writes a prescription, they advise patients what to do with it. If employers are doling…
Plan Sponsors Fail to Find 25 Million 401(k Accounts
Between 2004 and 2013, plan sponsors failed to connect approximately 25 million retirement accounts with their employee owners.…
Should 401(k) Advisors Use Fixed Indexed Annuities?
It’s no secret—401(k) advisors aren’t exactly annuity fans. But new research from a very reputable source might have…