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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
December 3, 2019
Employers Fret Over Worker Financial Wellness
Eight in 10 employers say their employees are struggling financially as they face persistent problems such as saving…
December 3, 2019
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…
December 3, 2019
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…
December 3, 2019
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…
December 2, 2019
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."
December 2, 2019
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…
November 29, 2019
December Top Advisor by Participant Outcomes (TAPO)—Jerry Lynch
Funds, Fees and Fast Food We admit we were surprised by Jerry Lynch’s answer to a question about…
November 29, 2019
Are Payroll Providers the Answer to Retirement Coverage Question?
Despite the existence of a plethora of retirement savings vehicles from IRAs to annuities, most Americans have proven…
November 29, 2019
How to Free Advisors to Do What They Do Best
Deane Mayerhofer, Strategic Retirement Partners' Chief Operating Officer, describes the firm's "secret sauce," and how advisors benefit.
November 29, 2019