Browsing Tag
401(k)
3587 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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
John Hancock President and CEO Retires, Successor Announced
Marianne Harrison is retiring as president and CEO of John Hancock, with Brooks Tingle stepping into the role next month
Most U.S. Workers Unaware of Saver’s Credit
Transamerica Center for Retirement Studies offers tips on how to claim the IRS tax credit for eligible retirement savers
Tuberville Reestablishes Push for Crypto in 401(k)s
The bill would bar EBSA and the DOL from investigating employers and investment firms using brokerage windows to invest in crypto