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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Massive Market Gains Fail to Improve Pension Plan Health
Strong stock market performance in 2019 didn’t translate to many corporate pension plans, according to Willis Towers Watson.…
Big ‘Best Practice’ Story of 2019—Top Ranked 401(k) Plans
Who’s doing it right? MONEY’s rankings of “401(k) superstars”—companies that offer workers top-rated plans in various industries—caught our…
Top 401(k) Financial Wellness Story of 2019
Little surprise—the most-viewed financial wellness article of the year involved (what else?) student debt. “With the amount of…
January Top Advisor by Participant Outcomes (TAPO)—Tom Brown
Investment Management for the Masses Personalized advice is increasingly critical for retirement plan participants and their positive outcomes,…
SEC Charges Radio Show Advisor with Defrauding Retirees
Important question—will the passage of the SECURE Act make stories like these more or less prevalent? The Securities…
Fidelity Fees Are Top 401(k) Litigation Story of 2019
Fidelity always seems to garner attention—whether it’s controversy over supposed quid pro quo or zero-fee fund options. The…
The SEC is Scrutinizing ESG Funds
ESG is one of the 10 most-searched financial terms of 2019, and people are allocating more money to…
5 Ways to Improve Retirement Security
It’s a retirement plan call to arms. Transamerica Center for Retirement Studies (TCRS) lists five steps to better…
The Biggest 401(k) Regulation Story of 2019
Surprisingly, the top regulation story of 2019 was not the SECURE Act, but rather a sibling bill, the…
Recordkeeper Data Shows ‘Ongoing Commitment’ to Retirement Saving
401(k) participant activity 2019 shows steady saving habits, low withdrawals, and continued commitment to retirement plans.