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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Most Consumers Still Baffled by Annuities
New quiz from Secure Retirement Institute shows majority of consumers are still baffled by annuities, which now have an easier path into retirement plans.
Confidence in Retirement Plans High Despite Coronavirus Crisis
Much has changed since January when the Employee Benefit Research Institute fielded its annual Retirement Confidence Survey (RCS).…
3 in 10 Americans Have Recently Tapped Emergency Funds
“Smoke ’em if you got ’em,” the saying goes, and many Americans are doing just that when it…
Where Does the United States Rank with Mutual Fund Taxes, Regulation?
A new study ranks the United States as “below average” in mutual fund tax incentives and regulation when…
New Bill Raises 401(k) Contribution Limits During COVID Crisis
The SECURE Act, CARES Act, and now the SAVERS Act? The top Republican on the House Financial Services…
How to Quarantine Your Practice Against the ‘Fiduciary Flu’
During this Covid-19 crisis, what skills did you draw upon so that you could properly serve your clients?…
DOL 401(k) Regulator Preston Rutledge to Step Down
Preston Rutledge EBSA departure announced, ending his tenure leading retirement and healthcare benefit oversight at the Department of Labor.
Financial Resources Group, Gladstone Wealth Announce Merger
Financial Resources Group and Gladstone Wealth Group announced on Thursday that they are merging to form Gladstone Financial…
Surprising Findings in Fidelity’s Latest 401(k) Figures
There were several surprises in Fidelity Investments’ latest quarterly analysis of retirement savings. While 401(k) balances dropped (expected),…
Social Security Combined Trust Funds Projection Unchanged
The Social Security Board of Trustees on Wednesday released its annual report on the long-term financial status of…