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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Top 5 Areas Where 401(k) Participants Want Help
The area where 401(k) participants say they could most use help is understanding how much they’ll need to…
Are You Financially Literate? Take the Quiz
‘Fynenshal litiricee’ remains depressingly low, especially in the area of retirement income. According to the just-released 2020 Retirement…
Surprise? SECURE Act Drives Interest in Retirement Plan Annuities
Participants like the product but hate the packaging. Describe the benefits (and need) for in-plan income guarantees, and…
How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person,…
EBSA Head Defends Agency Amid Recent Regulatory Controversies
Jeanne Klinefelter Wilson, acting assistant secretary for the Employee Benefits Securities Administration at the Department of Labor took…
How to Solve the Retirement Income Riddle: NAPA 401(k) Cyber Summit
“To feel confident in their retirement, participants tend to need to know a little bit about investing, and…
How SECURE Act Could Stoke Your Startup Business
Small-business owners and startup business owners have a lot on their minds these days, so perhaps they can…
Good Advice—Top Tips from Past TAPOs: EXCEL 401(k) 2020 Digital Series
Our monthly Top Advisor by Participant Outcomes (TAPO) honorees are a great source of best-practices information for 401(k)…
IRS Guidance on Qualified Distributions for Births, Adoptions
In 2020, most of the IRS guidance with respect to employee benefit plans has addressed issues arising under…
2020’s Best and Worst Places to Retire
Florida is fantastic, New Jersey not so much—at least when it comes to retirement. With retirement-age Americans at…