Browsing Tag
401(k)
3587 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Fintech Company Arnie Aims to Promote the Modern 401(k)
Arnie looks to encourage flexibility and customization with their 401(k) portfolios
The Important Task of Determining Participants’ Life Status
How advisors can help plan sponsors deal with the uncomfortable issue of deceased participants
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
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
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
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
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”
How to Build a 401(k) Practice by Cold Calling
Advisor Steven Wilkinson aims to prove a seven-figure practice can be built from scratch in 3 years—and he’s sharing everything about how he’s attempting it on LinkedIn
10 Best and Worst States to Retire 2023: WalletHub
New states claim top and bottom spots on just-released rankings of the best states for retirement
Interest in Equity Compensation Plans Increasing
Morgan Stanley at Work survey shows more participants cite the plans as reasons they joined and stayed with companies that offer them