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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What’s Happening With Self-Directed 401(k) Accounts?
Millennials allocated a larger percentage of their retirement portfolios to ETFs and cash through self-directed brokerage accounts (SDBA)…
Rand Paul Takes on AOC Over 401(k)s, Student Debt
Alexandria Ocasio-Cortez, Bernie Sanders and Elizabeth Warren have all called for free college and/or student debt forgiveness. Rand Paul isn't having it.
Financial Literacy Gap Hampers African-American Financial Wellness
The financial well-being of African-Americans lags that of the U.S. population as a whole, according to a new…
5 Reasons 401(k) Advisors Should Use Google Alerts
Have you done something newsworthy? Are your events garnering local media? Has your blog article gone viral? By…
Employers Fret Over Worker Financial Wellness
Eight in 10 employers say their employees are struggling financially as they face persistent problems such as saving…
ERISA Fiduciary Breach Back on Supreme Court Docket
How long is too long to take issue with 401(k) plan investments offered and/or made by the plan…
Top 10 Retirement Regions Impacted by ‘Silver Tsunami’
A flood of homes will come on the market in the next 20 years as Baby Boomers age…
Tech Use a Differentiator Between Millennial, Boomer Advisors
Nearly three in 10 Millennial advisors (29%) say that adding new technology is the most important thing they…
Navigating the ‘Retirement Planning to Wealth Management’ Move
"When I go around the country and I talk to retirement-focused advisor firms that we might be interested in acquiring, most of them are trying to figure out how to get into the wealth management business," says CAPTRUST's Rick Shoff. "It's an industry trend that makes complete sense."
Massachusetts Moves Forward with State Fiduciary Standard
The Bay State isn’t waiting for next month’s third try at a fiduciary standard from the Department of…