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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
2019 TAPO Jamie Greenleaf Has A Lot to Say About HSAs
“We’ve been having meaningful impact on our employees and employers that we work with, and so they recognized…
How Concerned Are Americans About Retirement Income (Really)?
Overly pessimistic or unflinchingly realistic? People in Asia are saving the most, but are also more concerned about…
401(k) ‘Father’ Ted Benna Takes on State-Sponsored Retirement Plans
[Correction: The article initially stated that OregonSaves and CalSavers only offer a Roth IRA. In fact, they offer…
Massive M&A Opportunity for RIAs
New research from Cerulli Associates finds that the total market for registered investment advisor (RIA) acquisitions over the…
New Annuity Meant to Help Boomers Support Aging Parents
A new annuity from a division of MassMutual is aimed at Boomers who want to help support aging parents to keep them from outliving retirement funds.
Number of 401(k) Millionaires Hits Another High
401(k) millionaires are reaching record highs as retirement savers grow balances despite slight dips in average account values.
Nevin Adams: ‘Bigger, Better than Ever’ 2020 NAPA 401(k) Summit
There’s A LOT planned for the 2020 NAPA 401(k) Summit in Orlando. Industry personality Nevin Adams, American Retirement…
The Move Toward MEPs
On Aug. 31, 2018, President Donald Trump signed a well-publicized executive order about strengthening retirement security in America,…
Client Appreciation Events: The Instant Relationship-Builder
Retirement plan advisors have a unique relationship with their clients, who place themselves and their futures in their…
Does A ‘Secure’ Retirement Include Annuities?
Annuities in 401(k) plans may grow as the SECURE Act adds safe harbor and portability, easing sponsor risk and supporting lifetime income.