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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How Advisors Are Continually Improving: CEFEX Perspectives
A series of articles on fiduciary practices leveraging the training and experience of CEFEX Analysts. Article Presented By:…
ERISA Industry Committee Proposes Major 401(k) Reforms
The 401(k) needs a facelift, according to an industry group that advocates exclusively for large employer plan sponsors.…
6 Keys to 401(k) Firm Success
At the end of March, I am setting off on a new adventure—retirement. It’s a subject I know something about, having spent almost all my 40-year…
Vestwell Tackles ‘Traditional’ 401k Recordkeeping with Latest Tech Release
Digital 401k platform Vestwell says it’s taking a leap forward in the technology it provides, “resetting the bar”…
Sanders Bill Seeks to Limit Executive Retirement Plans
Executive retirement plans are the latest tax break for the wealthy to draw the attention of Bernie Sanders.…
Target-Date Funds Surged to $2.3 Trillion in 2019
Assets in target-date mutual funds and CITs shattered the $2 trillion mark in 2019, reaching $2.29 trillion by…
March Top Advisor by Participant Outcomes (TAPO)—Joe Brummel
A Retirement Plan ‘Auto’ Reversal An order, relation and meaningful purpose drive Joe Brummel’s process and metrics for…
401(k) Participants React Poorly in Market Meltdown
Coronavirus-driven market volatility has 401(k) participants—once thought to be somewhat insulated from market shocks by target-date funds and…
Why 401(k) Participants May Wish For ‘Good Old Days’ of 2019
In stark contrast to current craziness, relatively mild market conditions last year meant 401k and participants in similar…
Supreme Court Strikes Intel Argument in 401(k) Fiduciary Claims Case
Employers can’t shorten the allowable timeline in which participants can sue in a fiduciary breach case simply by…