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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
The ‘Point’ of 401(k) Financial Wellness? Connecting the Dots
Have you ever looked at a Monet painting up close? Like really close? When you do, you’ll see…
Whoa! How Much Money Does Employee Stress Cost?
More than half of respondents to a new survey worry about personal finances at work at least once…
Baby Boomers Living a ‘Last Century’ Retirement
Is a retirement designed in the last century right for today’s retirees? The answer to the leading question…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s work. Bringing people together, talking shop, and "geeking out."
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…
Are 401(k) Advisors (Getting) More Familiar with CITs?
If you can get the same investment in a cheaper CIT wrapper, why not offer it up to…
Senators Urge SECURE Act Passage
Pass it now, Mitch. A number of senators are getting antsy about the fate of the SECURE Act,…
How to Build (and Judge) a Successful 401k Plan: Case Study
A leading heavy manufacturing firm in the Midwest recognized early on that the success of their 401k profit-sharing…