Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Who is Offering 401k Financial Wellness and Why?
The number of employers that offer financial wellness programs through the workplace is expected to nearly double within…
What to do About ‘Forgotten’ 401(k) Target Date Fund Participants
Should participants only be invested in one target-date fund for the product to work effectively in providing successful…
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…