Browsing Tag
401(k) Withdrawal
20 posts
DOL Proposes SECURE 2.0 Auto-Portability Regulation
The regulation seeks to reduce cash-outs for workers when changing jobs, the DOL said in its announcement
January 18, 2024
DC Withdrawal Activity Remained Low in 2022: ICI
Research from the Investment Company Institute finds withdrawal and contribution activity remained low in absolute terms throughout last year
March 23, 2023
6 Retirement Rules of Thumb Most Americans Get Wrong: Slideshow
Among the wide-ranging findings in Fidelity Investments’ 2021 State of Retirement Planning Study, released March 24 (see related…
March 25, 2021
Half of 401k Plan Sponsors Want Help Understanding CARES Act
While eight in 10 plan sponsors say they are familiar with retirement plan provisions of the CARES Act,…
August 12, 2020
IRS Reminds Seniors: No RMD in 2020
The Internal Revenue Service is reminding seniors and retirees that they are not required to take money out of…
July 23, 2020
Index Reveals Americans’ Heightened Worries Around Retirement
Given the current state of the country, it’s no big surprise Americans are growing increasingly concerned about their…
July 21, 2020
How Employers Can Ease Escalating Employee Financial Stress
Lots of people are experiencing financial stress these days as a results of the COVID-19 crisis, but an…
June 19, 2020
Study Reveals Spike in Early Retirement Withdrawals Among Young Investors
Nearly three out of five (59%) Gen Z and Millennial investors said they have withdrawn early from their…
June 17, 2020
Bankrate: 31 Million Americans will Raid Retirement Funds During Pandemic
Thirty-one million, or more than a quarter (27%) of working or recently unemployed adults with retirement savings, have…
June 4, 2020
Divorce, Job Loss Drive Early Withdrawal from 401ks
Divorce—not buying granite countertops for a remodel—is what drives people to withdraw from their 401k accounts well before…
May 20, 2020