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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Why Dashboard Technology is Critical to Diversifying Employee Benefits
Commoditization, roll-ups, earnouts—all (metaphorical) death for “traditional advisors” in the 401(k) space who are not scaling their practices,…
3 Fiduciary Standards to Evolve from Good to Great
There are more than a dozen different fiduciary standards in play today. To simplify this patchwork of regulatory…
Empower Retirement to Buy Fifth Third’s Recordkeeping Business
Empower Retirement, the nation’s second-largest retirement services provider, will acquire Fifth Third Bank’s recordkeeping services. The news comes…
Why The Right 401(k) Plan and Process Matter So Much
A new book uses a collaborative interview strategy that includes subject matter experts in a number of areas…
DOL Lifetime Income Disclosure Regulation Explained
In 2019, the SECURE Act amended Section 105 of ERISA. That section requires participant benefit statements to be…
As Election Heats Up, Americans Calm(er) About Markets
Election season is thankfully headed for its final stretch, and calmer markets are giving Americans a chance to…
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…
How to Lead Remote Employees and Not Kill Your Culture
Remote. Distributed. Telecommuting. Virtual. Work from home. Whatever you want to call it, the remote workplace is widely…
Do 401(k) Advisors Add Value? Yes, But …
Smaller 401(k) plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Do 401(k) Advisors Add Value?
Smaller 401(k) plans benefit most from advisor assistance and input, while the resources that larger plans can afford…