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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
A Critically Important Comparison of 401(k) Plan Performance
Compare the Q1 carnage to what’s happened over the past decade in retirement plan saving and investing and…
5 Key Insights from PwC’s Latest Employee Financial Wellness Survey
Understandably given current events, this year’s PwC Employee Financial Wellness Survey takes a different tone than in prior…
Your Next Three Steps to a More Effective Retirement Practice
John Hancock puts effective plan management techniques and technology in every financial professional’s hands... Article sponsored by John Hancock
Investors Saved Nearly $6 Billion in Mutual Fund Fees in 2019
Research behemoth Morningstar found the average mutual fund expense ratio dropped from 0.48% to 0.45% in 2019. This…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…
401(k) Trading Keeps Calm, Carries On
401(k) participants surprised many with their volatile response to the viral pandemic, vastly increasing trading during much of…
Retirement Plan Leakage Vastly Overstated, New ICI Analysis Finds
“Leakage” is almost always bad, but when it comes to retirement plans, it might not be as bad…
Automatic 401k Plan Features Proved Themselves in Market Meltdown
Score one for the “auto” revolution. Automatic plan features helped millions of 401k participants adhere to their financial…
DC Plan Response to CARES Act Varied by Industry, Recordkeeper
“The response of defined contribution plan sponsors to the CARES Act was primarily influenced by the industry they…
The First Casualty of Any Crisis
A crisis occurs when there’s an erosion of trust as a result of poor leadership, stewardship, and governance.…