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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Equity Funds Crushed in Coronavirus Safety Stampede
Like everything else, mutual fund flows are negatively impacted by the coronavirus (or at least the reaction to…
Coronavirus Killjoy: Rolling Stones Postpone Annuity-Sponsored Spring Tour
Little surprise, given government directives over large public gatherings, but legendary rockers the Rolling Stones announced that they…
Voya to Offer Student Loan Debt Solution to Workplace Clients
Voya Financial is the latest plan provider to offer a student loan debt reduction tool to its workplace…
Bill Introduced to Allow Collective Investment Trusts in 403(b)s
Advocates for including more collective investment trusts in retirement plans are routinely frustrated at the lack of CIT…
IRS Delays Tax-Filing Deadline to Help Cope with Coronavirus: Updated
Clarification: Per CNBC. The Treasury is giving taxpayers a 90-day extension on paying taxes owed from 2019, but…
Coronavirus Concerns For 401(k) Plan Sponsors
Like the housing bubble break, the coronavirus outbreak (COVID-19) is another challenge for us all. As a 401(k)…
SEC Issues Temporary Coronavirus Relief for Advisors
The Securities and Exchange Commission will hold off on certain enforcement actions against registered investment advisors who can’t…
Salesforce Sued For 401(k) Fiduciary Breach
Salesforce is the latest target of a class-action suit filed on behalf of plan participants alleging a fiduciary breach over share classes.
Edward Jones, Others Take Steps to Slow Coronavirus Spread: Updated
UPDATE from NAPA: Due to the latest CDC recommendations, we will be postponing the NAPA 401(k) Summit. We expect…
Fiduciary Facelift: ERISA Has Evolved—Have You?
Over 46 years ago, the Employee Retirement Income Security Act (ERISA) was passed overwhelmingly in the House of…