Browsing Tag
401(k) Advisors
324 posts
It’s National 401k Day!
Where did the year go? It might not have the taste of National Hot Cross Bun Day or…
401(k) Advisors Should Vote for this Candidate
It’s not an endorsement, but if you’re a 401(k) advisor, you want Hillary Clinton to win, at least according to…
Pennsylvania to Seize ‘Abandoned’ Retirement Accounts
It seems 401(k) auto-portability came just in time, as state encroachment into the retirement savings space continues. Pennsylvania is…
Morningstar Names Kunal Kapoor CEO to Replace Founder Mansueto
Research and consulting bigwig Morningstar announced Tuesday that Kunal Kapoor will take over from founder Joe Mansueto as…
IRS Loosens 401k Loans, Hardship Withdrawals for Louisiana Flood Victims
The IRS announced that it is relaxing loan and hardship withdrawal rules from 401(k)s and similar employer-sponsored retirement…
Tenured Academic Elites Wrong on 401ks, Again
401(k)s aren’t perfect. If it comes as a shock you’re in the wrong business. A paper released at…
Depressing Election Year? Here’s what 401(k) Participants Should Know
Presidential elections have inspired numerous stock market theories, and these can distract 401(k) investors as they try to…
A Boon for Collective Investment Trusts and 401ks?
They’re staid, boring and vanilla, and that’s just fine. New research from Boston-based global analytics firm Cerulli Associates…
3 Keys to Earning Gen X and Millennials’ 401(k) Trust
We’ve said it before and we’ll say it again—control the 401(k) during the accumulation phase, and advisors have…
401k Flows to R6 Retirement Share Classes Spike
Beneficial for participants of bane of their existence—however 401(k) advisors feel about the DOL’s fiduciary rule, it appears…