Browsing Tag
401(k) Retirement
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A 401(k) retirement plan is a tax-advantaged savings account offered by many U.S. employers to help employees save for retirement. Workers contribute a portion of their paycheck, often pre-tax, and employers may match part of that contribution. The money is typically invested in mutual funds, stocks, or bonds and grows tax-deferred until withdrawal, usually after age 59½. Some plans offer a Roth option, allowing after-tax contributions with tax-free withdrawals. 401(k)s have annual contribution limits set by the IRS and may include features like automatic enrollment and loans. Early withdrawals may incur taxes and penalties unless exceptions apply.
2023 NAPA 401(k) Summit: Advising the Generations in the New Age of Uncertainty
Author and consultant Cam Marston spoke on how advisors can better market themselves to distinct working generations
Brian Graff at NAPA 401(k) Summit: Year’s Long Battle Beginning Over Future of America’s Retirement Plan System
Soon-to-be-introduced “Retirement Savings for America Act” could be first salvo in battle between private and public retirement plan control
2023 NAPA 401(k) Summit: ‘Ready’ Eddies: Are You Ready for the Next Big Thing?
Kicking off the annual NAPA 401(k) Summit, the session touched on the most common themes in the retirement space
Working with an Advisor Boosts Confidence for Women
Women who seek advice from a professional are also likelier to complete retirement planning activities
Pontera Brings 401(k) Management Support to Lion Street
Lion Street’s wealth managers will be able to analyze held-away account fund lineups, review performance and fees, and rebalance accounts with Pontera’s support
Women’s Retirement Savings Suffer Due to Wage Gap
There are a number of routes employers can take to increase retirement savings and financial wellness among women employees, finds a new report by Guideline
John Hancock Retirement Names Industry Veteran Wayne Park as CEO
Park replaces recently retired Sue Reibel in firm's top U.S. retirement post
Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo
Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit.
House GOP Fails to Override Biden ESG Veto
The Republican-led House failed to meet a two-thirds majority vote that would override President Biden's first veto
Retirement Plan Coverage to See Massive Growth by 2026
The increase will especially be prevalent among small businesses, predicts a new report by Transamerica