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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What’s Right and Wrong with Financial Wellness, Fintech and 401(k)s
Scott Colangelo has strong opinions about the 401(k) and retirement plan industry—and thankfully doesn’t hold back. “I feel…
How and Why Do 401(k) Participants Accept TDF Default Options?
By now it’s generally accepted that 401(k) and similar defined contribution plan defaults are good, since they get…
Trump Brags About ‘409k’ Performance, Twitter Explodes
While it probably won’t have the same legs as “covfefe,” his famously baffling tweet in 2017 that spawned…
Fidelity Opens its HSA Platform to Advisors
Financial mega-firm Fidelity Investments has made what it claims is the industry’s “only full-service health savings account (HSA)”…
10 Big, Bold Predictions for 2020 from Nuveen’s Bob Doll
It’s that time of year. Pundit and prognosticator Bob Doll, senior portfolio manager and chief equity strategist with…
Barney Frank, Chris Dodd File Opposition to SEC’s Reg BI
Powerful interests and actors are lining up against the SEC’s Regulation Best Interest, which requires broker-dealers and their…
A SECURE Act Safe Harbor for Guaranteed Income in 401ks: Fred Reish
The SECURE Act amends ERISA to create a fiduciary “safe harbor” for the selection of the provider of…
Trader Joe’s is Trader No’s in Latest 401(k) ERISA Lawsuit
Overpaying at Trader Joe’s? Who’d of thought? The popular grocer finds itself under fire for failing to leverage the…
The Average Mutual Fund Soared in 2019
How’s your (client’s) 401k doing? Provided events in the Middle East don’t tank the markets, the January Effect…
Best Retirement Destinations for 2020
Live and Invest Overseas named its 10 best places in the world to retire, live better, reinvent your life…