Browsing Tag
401(k)
3589 posts
A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of their pre-tax or after-tax income towards retirement. These contributions are then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
State-Mandated IRAs Not Crowding Out Private 401(k)s: Pew Research
Federal data for 2021 shows new the wave of state-based retirement plan initiatives continue to complement private market plans
2023 NAPA 401(k) Summit: SECURE 2.0 Creates Small Market Opportunities
Experts discussed how plan advisors can take advantage of SECURE 2.0 provisions for the small plan market
‘MPI Stylus Web’ Debuts as 401(k) Analytics, Reporting Tool for Advisors
Plan analysis, monitoring and reporting tool intended to increase retirement plan advisor capabilities and competitiveness
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.
Edelman Financial Engines Appoints Neil Gilfedder as CIO
Gilfedder formerly served as senior vice president of the portfolio management team at Edelman, where he represented $242 billion in assets
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
Plan Sponsors Spending Half Their 401(k) Time on Admin Work That Could Be Outsourced
New Pentegra survey released in conjunction with “3(16) Day” celebrating fiduciary expertise
A Renaissance for Auto Enrollment
Thanks to two recent developments, Tom Hawkins says auto enrollment is poised to enter its final phase of growth
2023 Morningstar Awards for Investing Excellence Finalists Revealed
Winners in the “Outstanding Portfolio Manager” and “Exemplary Stewardship” categories will be announced March 21
Relocating to Shore Up Retirement Funding
Vanguard paper explores how relocating (and downsizing) can be a lucrative way for retirees to stretch their retirement savings