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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Reg BI Delay is Denied: SEC Moves Forward
While the comment period for Regulation Best Interest (Reg BI) was extended, the compliance date for the landmark…
Working from Home: Coronavirus Changes How Advisors Communicate with Clients
Not a big surprise to learn that most advisors say their practices have been significantly disrupted because of…
More Companies Look to Cut 401(k )Plans
Stocks are on sale. The consensus from 401(k) advisors is that participants stay the course and let the…
COVID-19 Could Be a ‘FIRE’ Extinguisher
As the COVID-19 pandemic rages on, it’s looking like it could go a long way toward extinguishing the…
Education Key to Preventing 401(k) Cashouts
A well-funded 401(k) might look like a life preserver to retirement plan participants who are struggling to stay…
Houses Passes Coronavirus Stimulus Bill With RMD, 401k Provisions
The House passed a massive and historic $2 trillion coronavirus stimulus package on Friday after last-minute wrangling and…
3 Reasons Coronavirus Will Drive ESG Investing
DeVere Group’s Nigel Green believes that over the next 12 months, COVID-19 will drive a “skyward surge” in…
SECURE Act Subject of New CFP Exam Prep Resource
SECURE Act CFP Exam updates for July 2020 help candidates prepare with key changes, tips, and learning objectives for success.
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter has fallen is detailed in a new report.
SEC Extends ADV Filing Requirements Due to COVID Concerns
Recognizing the impact of COVID-19 has, the SEC said it is further extending filing dates for certain regulatory requirements, including Form ADV.