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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
The Rising Tide of the Roth 401k
Many employer-sponsored retirement plan participants are conflicted in deciding which type of account is best for their 401k…
2020 on Track for Fivefold Increase in 401(k) Lawsuits
According to a new analysis from Bloomberg Law, proposed class action lawsuits claiming excessive 401k plan fees are…
Half of Employees Plan to Work in Retirement as a Result of COVID
As a result of the COVID-19 pandemic, more than half of employed Americans are now planning to work…
Anthony Scaramucci to Talk Trump, TAPOs at EXCEL 401(k) Digital Series
He’s got something to say. Never shy for words, financer, author, speaker, and Trump foil Anthony Scaramucci will…
Opening New Doors: A New Era of Automated Financial Wellness
Liz Davidson wants to introduce you to AIMEE, her newest team member making an impact on financial wellness.…
Principal Launches Small Business 401(k) Platform
Small Business 401k made simple with Principal’s digital plan. Affordable setup, easy management, and investment options for growth.
Why the Battle to Build a 401(k) Business Begins in the Brain
“The battle to build a business is up here in the brain and it’s about a mindset and…
If Biden Wins, Would ‘Drastic’ 401(k) Change be Attempted?
Much has been made in the past week of a potential drastic change to 401(k) plans should Joe…
September Top Advisor by Participant Outcomes (TAPO)—Jake Rushton
A Retirement Plan Rx The physicians’ niche is a great place to be, but it comes with unique…
401(k) Compliance Executive to Plead Guilty in College Admissions Scandal
Maybe ‘compliance’ doesn’t mean what he thinks. An insurance and private equity executive has agreed to plead guilty…