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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Why Strategic Beta is Right for 401(k)s (and Vice Versa)
401(k) fee pressure may cause more active managers to look to strategic beta strategies in order to keep…
401k Fail? Women Pre-Retirees Worse Off than a Generation Ago
Women 401k participants in their 50s are more “financially fragile” than they were just one generation ago, according…
ETFs Continue their Climb, But When Will they Hit 401ks?
While more than two-thirds of advisors expect to increase their use of exchange traded funds (ETF) in the…
Tony Robbins and Surrender Fees — Really?
Whatever the advisor’s personal bias for or against Tony Robbins, he’s making a splash in the 401(k) space,…
How Will 401(k)s Perform Over the Next Decade?
An accurate reflection of the New Normal, or another pessimistic 401(k) prediction destined to pass? “Portfolios dominated by…
How to Transition from 401(k) ‘C’ to Fee
Will the 401(k) to IRA rollover tsunami ever reach shore, or will the DOL’s fiduciary breakwater slow it to…
Boomers Have ‘Awkward’ 401(k) Talk With Kids: Study
While not as awkward the “birds and the bees,” baby boomers nonetheless want to be more open about…
IRS Streamlines 401(k) Rules for Hurricane Victims
In what is increasingly a pattern following weather-related natural disasters, the Internal Revenue Service announced that 401(k) plans…
How to Get ‘Sniper Like’ Attention from 401(k) Prospects
Ted Speaker and 401(k) digital marketing expert Jeremiah Desmarias takes us through the effective techniques to increase 401(k)…
Yet Another Reason Why 401(k)s Are So Important
Low inflation means the cost-of-living adjustment for Social Security payments will once again be disappointingly small, rising just…