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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Wages Are Significantly Outpacing Employment in These Industries
Some make sense, others not so much
February Top Advisor by Participant Outcomes (TAPO)—Rodney Balbuena
Speaking Truth to Build Trust Rodney Balbuena‘s bilingual skills serve him exceptionally well. As a member of Southern…
January TAPO Will Hackler on Being ‘The Best They’ve Ever Seen’
Will Hackler is a big personality with a big book of 401k business, and he’s also our Top…
401(k) Market Minute: Major Win for Jerry Schlichter, Target Date Fiduciary Traps, and More
Here's what's happening.
Sun, Surf and Summit: Unique Event Emphasizes Human Side of Retirement Planning
'The human side of financial planning and decision-making is the interplay of experience and information, and we need to understand the two.'
Cybersecurity A Major SEC Focus in 2022: Wagner Law Group
'Threat of a cyber-attack is so constant and significant for every market participant that it should be viewed as a substantial likelihood'
Incredible Value of 401k Participant Data is Again Reinforced
Plan sponsors and providers are helping participants address their 'next dollar' problems
Michael Kane’s TAPO Redux: Where Are They Now?
'Consistent and quality leads would come from employee benefits and property/casualty shops in the future'
Target-Date Fund Providers Investigated Over ‘Surprise’ Tax Bills
'Investors need to be made aware of the risks involved and the tax liabilities they could face'
Florida Best, New Jersey Worst for 2022 Retirement: WalletHub
To determine the best states to retire, WalletHub compared all 50 states across 47 key indicators of retirement-friendliness