Browsing Tag
401(k) Retirement
1092 posts
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.
Neighborly Selects Human Interest as 401(k) Plan Vendor
The 401k provider will be available to over 4,400 Neighborly franchises
Employers Prioritize 401(k) Design for Recruitment and Retention
New research from Morgan Stanley uncovers what benefits and features employers are highlighting for their 401k plans
Talking Crypto with Clients: CFP Board Issues Guidance
The Certified Financial Planner Board of Standards released a new notice on cryptocurrency-related discussions for CFPs
ESG Adoption Remains Low Despite High Interest
Callan data found institutional investors are incorporating ESG at slower rates
Only One 2022 Financial Concern Tops ‘Having Enough Income in Retirement’
Lincoln Financial Group research shows only inflation worries Americans more this year when it comes to their finances
The Standard Closes Deal to Acquire Securian’s Recordkeeping Biz
Business will operate under The Standard brand and include Securian Financial’s retirement solutions employees, management, client relationships and distribution networks
December Top Advisor by Participant Outcomes (TAPO)—Keith Gredys
Combine plainspoken Iowa advice and highly proficient technical knowledge, and you get Keith Gredys. You also get significant…
Morningstar Study Analyzes Top Retirement Systems Around the Globe
The recent paper dives into the complexities, nuances, and parallels of eight countries with top-rated retirement planning systems
Can’t Maximize Retirement Contributions? Strategies to Add Without Doing the Most
While not everyone can afford to maximize their 401k or 403b contribution limits, advisors and employers can help individuals make the most out of their offerings
‘RISA’ Packs Advisory Board with Retirement Industry Heavy Hitters
New “Retirement Income Style Awareness” assessment founded by Wade Pfau and Alex Murguia has already built successful partnerships with Orion, Pacific Life and DPL in advance of January launch