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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
The Most Fantastically Fantastic 401(k) Video Ever
Even though they saw fit to mock a debilitating verbal tic and legal action has been initiated, our…
Carlson’s Catastrophe: Retireholi(k)s Revamp Banned for Life
In a disaster akin to New Coke, Retireholi(k)s’ pathetic attempt to revamp its stale and struggling brand only…
How to (Carefully) Implement ESG in 401k Plan Lineups: Excel 401(k) Conference
If you’re confused about adding ESG-oriented investments to a 401k menu—is it allowed, should it be allowed, does…
How to Accelerate 401k Firm Growth: Excel 401(k) Conference
Bob Scherzer is new to the 401k advisor business—sort of. The managing director for the New York metro…
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
5 Important Points About 401(k) Plan Fees
The Investment Company Institute is out with a roundup of its 401(k) research, which highlights five points—we’ll call…
A 401(k) Year End ‘To Do’ List
Preparing for colder weather—inspecting chimneys, draining outdoor faucets, cleaning gutters and other tasks—isn’t always enjoyable, but knowing the…
5 Random Notes on Saving (Or Not) for Retirement
When you are constantly scanning the internet for information and news about 401(k)s and retirement readiness, you come…
401k Fee Cuts, Collective Investments Threaten DCIO Margins
After a rough end to 2018, the result of falling stock prices, DCIO (Defined Contribution Investment-Only) assets rebounded…
DOL Releases Proposed Retirement Plan Electronic Disclosure Rule
The U.S. Department of Labor announced a proposed rule on October 22, 2019 to allow retirement plan disclosures…