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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What Next-Gen 401(k) Plans Will Look Like
Defined contribution (DC) plans do a good job—but they could do better. Coverage, adequacy, technology, a lack of…
Ken Fisher Fallout Comes Fast and Furious
Fisher Investments CEO Ken Fisher has been banned from future Tiburon CEO Summits and the company he founded will start a diversity task force.
The Rise of the Robo Financial Plan
The term “robo” has—of course—moved on from its singular association with advice and is now heading towards “robo…
Fidelity Joins ‘Zero Fee’ Trading Frenzy
Fidelity zero commissions offer includes free online stock, ETF, and option trades, plus higher-yield cash options for investors.
Ken Fisher’s Alleged Inappropriate Comments Cause Controversy
Ken Fisher, CEO of Fisher Investments, one of the country’s largest RIAs, caused a social media stir Wednesday…
‘Big Paper’ Fights DOL 401(k) Electronic Delivery Reg
Michael Scott would be proud. The paper industry is asking the Trump Administration to reject the Dept of Labor’s…
401(k) Cashback Company EvoShare Partners with Paylocity
EvoShare announced a partnership with cloud-based payroll and human capital management provider Paylocity late last week to fully…
Almost Half of Institutional Investors Consider ESG in Investment Decisions
Public beats private in ESG adoption, according to Callan’s latest report on the topic, meaning “public plans have…
‘Climate Apocalypse’ Reason to Discontinue 401(k) Plans
The Earth is in the midst of its sixth mass extinction, so forget about saving in a 401(k).…
Pentegra, ADP Team on Fiduciary 3(16)
3(16) administrative services can easily cause confusion, headache and legal exposure for clients. To help, retirement plan and…