Browsing Tag
401(k) Participants
212 posts
How Do Workers Feel About 401ks?
Fully half of non-retired workers expect their 401k or other retirement savings accounts to be major sources of…
May 5, 2017
Are 401k Loans Double-Taxed?
Interesting question. It appears that the principal amount of 401k loans distributed at retirement are taxed at a…
April 18, 2017
3 Critically Important Characteristics of Millennial 401k Participants
Millennials—we love ‘em, they annoy us and we’ll spend a ridiculous amount of time trying to figure them…
March 27, 2017
Vanguard Takes the Low Road in its Latest Announcement
The low-fee fight continues. On the heels of reports that Vanguard had more global net inflows than all…
February 24, 2017
401k Participants Stayed the Course in a Rocky Year
A brutal election and Britain’s exit from the EU, among other things, did little to sway 401k participant…
February 24, 2017
How to Have Productive Discussions About Portfolio Risk
Only 27 percent of clients with financial advisors, 401k and otherwise, have been told how much their portfolios…
February 22, 2017
A Really Awful Understanding of the 401k Fiduciary Rule
She’s kidding, right? “The fiduciary rule is simple. It says anyone selling investment products to people with money…
February 20, 2017
Shock! (Not): Millennials Need to Save More in 401ks
It’s not surprising, but still disconcerting. Participation in 401k increases with age: Millennials have the lowest rates, and baby boomers the…
February 20, 2017
Trump’s DOL Pick Puzder Out
Andy Puzder, President Trump’s cabinet nominee for Secretary of Labor, withdrew from the confirmation process, just one day…
February 15, 2017
How Are 401k Participants Reacting to Washington Craziness?
The inauguration of a new president, outrage in the streets, media reaction and “alternative facts”—it’s all a bit…
February 15, 2017