Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Be a Chef, Not a Cook, When Serving Up a Great 401(k) Plan
With the help of the Food Network and Hollywood movies, top chefs have become stars in their own…
4 Challenges and Solutions to Take 401(k) Firms to the Next Level: EXCEL Digital Series
Peter Drucker said, “Efficiency is doing better what is already being done.” So how can 401(k) advisors take…
Tips to Help Protect 401(k) Participants From Fraud in Turbulent Times
COVID-19 is stressful enough, with market volatility impacting retirement nest eggs, and economic uncertainty contributing to short-term financial…
401(k) Account Balances Almost Tripled During This Period
Eight years is all it took. The average 401(k) plan account balance of “consistent 401(k) participants”—those who remained…
How to Handle the Explosion of Small-Balance IRAs
Based on solid research, we’ve long known that typical automatic rollover IRAs result in high levels of cashout…
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…