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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
July Top Advisor by Participant Outcomes (TAPO)—Douglas Parker
How to Maintain a Strict 401(k) Participant Focus “Clients are looking for the advice and counsel of a…
New Platform ‘Democratizes’ Custom Target Date Funds
Another step in the increasing awareness of the benefits of custom target date funds (cTDF) was announced last…
Webinar Touts Benefits of New Public Retirement Research Lab
The “Public Retirement Research Lab” (PRRL) was launched earlier this year to address the problem that a national…
XYPN’s Michael Kitces Responds to SEC Reg BI Ruling
XY Planning Network co-founder Michael Kitces responded Sunday to the Second Circuit Court of Appeals ruling that denied…
Episode 4: Shlomo Benartzi Applies Behavioral Economics to COVID, CARES Act
401(k) auto-enrollment, deferral, and escalation? Thank Shlomo Benartzi, a pioneer in the field of behavioral economics. He…
7 ‘Age-Friendly’ Suggestions for a New Retirement Social Contract
Workers globally and in the U.S. expect they will need 67% of their current income in retirement, yet…
Reg BI Challenge Rejected by Federal Appeals Court
A high-profile challenge to the SEC’s Regulation Best Interest was denied by the Second Circuit Court of Appeals…
CFP Board to Strengthen Ethics, Conduct Enforcement
CFP Board enforcement measures include enhanced background checks and stricter oversight to strengthen ethics and protect consumers.
What the DOL’s ESG Rule Really Means
What follows are fiduciary hacks and constructs that pertain to the DOL’s recent rulemaking regarding ESG/SRI. In the…
Employer 401k Contributions Keep Up in COVID Crisis
Good news—most employers are current with their retirement plan matches and contributions. New research from the Plan Sponsor…