Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
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…
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…
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.
Mayor Pete Proposes Public 401(k) Option
Democratic presidential candidate Pete Buttigieg released a 19-page retirement reform plan that includes a Public Option 401(k).
Fidelity Weighs in on Schwab/TD Deal
Fidelity on Schwab TD Merger highlights risks of reduced value, low cash sweep rates, and service concerns for investors.
Big Deal is Official: Schwab to Acquire TD Ameritrade
Schwab acquires TD Ameritrade in a $26B all-stock deal, creating a financial giant with $5T in assets and 24M client accounts.
How Badly Do Americans Lag in Retirement Saving?
We’re surprised it’s only 52%. A new national poll from Bankrate.com finds that more than half of American…
Financial Firms Struggling with E-Communication Compliance
The financial advisors that actually use social media are struggling to stay compliant, as ongoing innovation in electronic…