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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How to Navigate the Missing 401(k) Participant Playbook
Plan sponsors are increasingly challenged by the problem of missing participants, and the difficulties they face in performing…
November 1, 2019
MIT Agrees to Hefty Sum for Alleged Fiduciary Breach
Massachusetts Institute of Technology employees and retirees will receive an $18.1 settlement as part of a deal struck…
November 1, 2019
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…
October 31, 2019
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…
October 29, 2019
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…
October 28, 2019
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…
October 28, 2019
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…
October 28, 2019
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…
October 25, 2019
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…
October 24, 2019
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…
October 24, 2019