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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Where Are We in 401(k) Recovery?
As the stock market continues to rebound from March lows, 401(k)s are trending higher right along with it.…
Critical Benefits of the Retirement/Wealth Management Convergence
What’s considered business casual for a 61-year-old child of the 1970s? A vintage Stevie Nicks t-shirt and jean…
Do 401(k) Menus Suffer from a Generation Gap?
Traditionally, fixed-income investments have been used to reduce a portfolio’s overall volatility to an acceptable level without significantly…
The ‘Tragicomedy’ of 401(k) Cashout Leakage
Cashout leakage, which occurs when participants change jobs and prematurely withdraw their retirement savings prior to normal retirement…
John Hancock Waives Recordkeeping Fees
401(k) Fee Waiver offered by John Hancock helps eligible plans cut recordkeeping costs and support small businesses during tough times.
How to Avoid COVID 401k-Related Lawsuits
The COVID-19 pandemic has brought about a staggering number of changes for employers in the past few months,…
9 Attributes of a Fiduciary Worthy of ‘Justified Trust’
When lay fiduciaries (trustees or investment committee members) lack the time, inclination, or knowledge to prudently manage their…
Senators Want Billionaire ‘Wealth Tax’ to Fund All Medical Expenses
Democratic Senators Bernie Sanders, Ed Markey and Kirsten Gillibrand have introduced a 60% tax on what they say…
Democrats Slam Trump, DOL’s Fiduciary Stance
A roster of high-ranking and high-profile Democrats sent the Trump Administration a sternly-worded letter opposing the Department of…
Targeted Help: How TDFs Aid Investors in the Current Market Crisis
Sponsored By: How are target-date funds performing in the pandemic-driven market crisis? What’s the biggest surprise and/or…