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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Brotherston v. Putnam’s Far Reaching 401(k) Fallout
In the case of Brotherston v. Putnam Investments, LLC, No. 17-1711 (1st Cir. 2018), the First Circuit Court…
401(k) Cashback Rewards Introduced at Major 401(k) Advisory Firm
FinTech firm EvoShare, a company that provides 401(k) cashback rewards programs for credit and debit card purchases, recently…
SEC Looks to Loosen Advisor Advertising, Solicitation Rules
In early November 2019, the Securities and Exchange Commission (SEC) released proposed amendments to the advertising rule and…
Top 20 Best and Worst Cities at Money Management
Step it up, Georgia. While citizens in cities in California and the Northeast fair well with money management…
The Case for Hiring an ERISA 401k Plan ‘CEO’
“John started his business with a few dollars and an idea. John’s idea, and hard work, paid off;…
Retire HERE in 2020 in These 3 Regions of the World
Europe, Asia and South America offer plenty of opportunity (and romance) for adventurous retiree expats, and International Living…
(Not) Breaking News! Millennials Struggle with Money Management Decisions
More debt and decision-making demands combined with lower financial literacy levels are making it especially difficult for Millennials…
Coronavirus Chaos Hits 401(k) Contributors
Despite the relatively small number of actual cases so far, the potential damage from a coronavirus pandemic has…
Fees for Large and Small 401(k) Plans Continue to Fall
401k plan costs decline as both small and large retirement plans see lower fees, benefiting sponsors and participants long term.
401(k) MEP Expert Pete Swisher Launches New Fiduciary Firm
Retirement plan expert Pete Swisher recently announced the launch of Waypoint Fiduciary LLC., “a thinktank, consultant, and expert…