Browsing Tag
401(k)
3588 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Trump’s Latest Twitter Tear Targets 401(k)s
The president went on a Twitter tear early Monday morning, posting a series of reasons to vote (preferably…
Episode 10—Industry M&A: GRPAA’s Bill Chetney Uses Bad Language to Make Good Points
Are mergers and acquisitions in the 401(k) advisory space hot or not? They were humming along until…
Ascensus to Launch Digital Retirement Plan Sales Proposal System
Ascensus announced that it will launch a new, customizable retirement “digital sales experience.” Central to the release is…
Why Creativity is the 401(K) Advisor’s Job
Chepenik Financial Services is nearing its 50th anniversary, and one reason—indeed, a MAJOR reason—for its success is due…
Despite Reg Barriers, 401(k) DCIOs Pursue ESG Strategies
Perceived barriers to adoption created by recently proposed regulation aren’t stopping most defined contribution investment-only (DCIO) asset managers…
October 2020 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probably why many advisors…
Itzoe’s Intent: Getting the 401(k) Fiduciary Formula Right
“I’ve often said that fiduciary is not just a noun, it’s both a noun and a verb. It’s…
Airline Industry Headed for Black Thursday with Mass Layoffs Expected
Oct. 1, 2020, is looking like a particularly dark day in history for the U.S. commercial airline industry,…
From Tired to Inspired: A Roadmap for 401(k) Roll-ins
As I wrote in a previous article, 401(k) automated portability is an idea whose time has come. To…
Big Increase in ESG Fund Flows Expected by 2022
Net flows to long-term “responsible” ESG funds quadrupled in 2019 to $20 billion, from $5 billion in 2018,…