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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Use Science to Improve Fiduciary Judgment
Neuro-fiduciary is the science that seeks a better understanding of what it takes to be a great fiduciary.…
Americans Look for ‘Pandemic-Proof’ Jobs as Unemployment Soars
With unemployment approaching 15% in April, Americans might be making some life changes in the near future. Around…
Retirement Plans for Cannabis Companies? Not So Fast
Regarding Kirsten Curry’s article on May 28, in which she said owners of cannabis providers can adopt qualified…
June Top Advisor by Participant Outcomes (TAPO)—Jane Hagen
A Plan With a Purpose “IT’S TRULY MY mission in life to help one person at a time,…
Markets Rise Despite Protests, Pandemic
Stocks soar despite protests & COVID-19, fueled by optimism in manufacturing as economic contraction slows. Will the trend continue?
The State of Stable Value and its Evolving Role in Modern DC Plan Design
Representing approximately $844.3 billion in retirement assets, stable value strategies remain one of the largest allocations in defined contribution (DC) plans. Article presented by: Invesco
Financial Planning Association Announces CEO Schadle’s Departure
The Financial Planning Association said today that its CEO and Executive Director Lauren Schadle will leave the organization,…
Cannabis Organizations Can Legally Offer Retirement Benefits
Over the past decade, the legal cannabis sector has evolved into one of the fastest-growing industries in the…
3 Tips to Make the Most of an Atypical ‘529 Day’
It’s the 29th day of the fifth month of the year—which makes it “529 Day,” or more formally,…
7 Essential 401(k) Fiduciary Hacks
We’ve always recommended that retirement professionals follow the letter of the law. But, in the case of new…