Browsing Tag
401(k)
3591 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
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…
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…
Do Employers Need COVID-19 Waivers?
COVID-19 liability waiver helps employers reduce risk, protect business, and ensure safety for employees and visitors.
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…
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.
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…
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…
Episode 6: Creative Planning’s Peter Mallouk on What’s Right (and Really Wrong) With 401(k)s
Peter Mallouk says 401(k) plans are expensive, overly complex, needlessly complicated and involve too many third parties.…
How to Close the Coming COVID-19 Retirement Savings Gap
When the dust finally settles from the COVID-19 pandemic, the nation’s retirement deficit will have widened significantly, due…