Browsing Tag
401(k)
3589 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
John Hancock President and CEO Retires, Successor Announced
Marianne Harrison is retiring as president and CEO of John Hancock, with Brooks Tingle stepping into the role next month
March 3, 2023
Most U.S. Workers Unaware of Saver’s Credit
Transamerica Center for Retirement Studies offers tips on how to claim the IRS tax credit for eligible retirement savers
February 28, 2023
Tuberville Reestablishes Push for Crypto in 401(k)s
The bill would bar EBSA and the DOL from investigating employers and investment firms using brokerage windows to invest in crypto
February 23, 2023
Fintech Company Arnie Aims to Promote the Modern 401(k)
Arnie looks to encourage flexibility and customization with their 401(k) portfolios
February 21, 2023
The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
February 17, 2023
In-Plan Annuity Market Will Grow Exponentially Over Next 2 Years: LIMRA
New report predicts much greater adoption of guaranteed income solutions in late 2023 through 2024 if providers step up education efforts
February 16, 2023
Most Expensive Cities to Retire: Where $1 Million Isn’t Enough (And Where it Is)
One state has 12 of the 20 most expensive metro areas for retirement, where a nest egg much larger than $1 million is needed for a comfortable retirement
February 10, 2023
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
February 6, 2023
Dialing Up the Intensity of Missing Participant Searches
Understanding how (and when) to increase the intensity of a missing participant search is vital to fulfilling a plan sponsor’s fiduciary duty
February 2, 2023
Pontera Integrates its 401(k) Management Capabilities into Envestnet’s Ecosystem
As a result, Michelle Richter says rollovers occurring at the time of retirement “a substantially less assured thing”
February 2, 2023