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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Retirement ‘Super Savers’ Remain Confident, Keep Investing Despite COVID-19
Despite a global pandemic and recent market volatility, “super savers” are continuing to save big for their retirement,…
August 4, 2020
Pandemic Heightens Americans’ Social Security Anxiety
Most Americans believe it is more important to optimize Social Security now than it was before the pandemic according to Nationwide Retirement Institute.
August 4, 2020
MAJOR Absence of Minority Representation in Financial Regulation
“Perhaps one of the biggest open secrets in Washington, D.C. is the virtual absence of African American financial…
July 31, 2020
August Top Advisor by Participant Outcomes (TAPO)—Jania Stout
It’s a Family Affair “WE’RE DOING A LOT of financial literacy for younger adults and older kids,” Jania…
July 30, 2020
COVID Causes 1 in 10 Plan Sponsors to Halt 401k Matching Contributions
The latest look at what’s happening with 401k employer matching contributions during the COVID crisis shows that one…
July 30, 2020
Do Employers Need COVID-19 Waivers?
COVID-19 liability waiver helps employers reduce risk, protect business, and ensure safety for employees and visitors.
July 30, 2020
7 Behaviors of Exemplary Fiduciaries
The vast majority of our nation’s liquid investable wealth is in the hands of lay-fiduciaries—the 8 million men…
July 30, 2020
5 Guiding Principles for RIA Firm Success
RIA firms entered 2020 from a position of strength with robust five-year growth trends across assets under management (AUM), revenue, and clients.
July 29, 2020
VALIC to Pay $40 Million to Settle Charges It Deceived Teachers
The Securities and Exchange Commission charged VALIC Financial Advisors (VFA) for failing to disclose to teachers and other…
July 28, 2020
Trump (Again) Touts 401(k) Plan Prowess
Barstool Sports founder Dave Portnoy was a much friendlier interview for President Trump than Chris Wallace’s grilling earlier…
July 27, 2020