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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Dems Demand Answers on Proposed EBSA Revamp
Yesterday, Senator Patty Murray, D-Washington, and Congressman Bobby Scott, D-Virginia, wrote to Preston Rutledge, Assistant Secretary of the…
September 23, 2019
One 401(k) Size DOES NOT Fit All
Every day, you tailor purchases to your immediate needs. Do you need a small coffee or an extra-large?…
September 20, 2019
‘Trapped and Strapped’—Why Employees Need Financial Wellness Technology
As retirement plan advisory firms move toward incorporating data and technology to scale the management of plan participants,…
September 20, 2019
Majority of Americans Want Mandatory Financial Education Classes
Maybe Mom doesn’t know best. A new survey found 61 percent of Americans consider parents a key influence…
September 19, 2019
401k Plan Enrollment? There’s an App for That
Maybe we shouldn’t get mad at the youngins for staring at their phones—they might be signing up for their company’s retirement plan.
September 18, 2019
Hub International Buys Delaney’s StoneStreet 401(k) Firm
Hub International is on something of a tear. The second such announcement in as many days finds that…
September 17, 2019
4 Worker Personality Types (and What They Mean)
Any executive, manager, and owner knows how difficult it is to get disparate worker personalities, who usually have…
September 17, 2019
3 Promising Policies to Reduce 401(k) Cashout Leakage
Cashout leakage, a long-standing problem in America’s defined contribution system, is a silent crisis that unnecessarily robs millions…
September 16, 2019
12 Steps to Next-Generation Financial Wellness Fintech
The vast majority of Americans get their financial needs taken care of at work by their employer’s compensation…
September 16, 2019
Most Americans Leaving Crucial Legacy Decisions Up in the Air
Legacy planning is a back-burner issue for most Americans according to a new survey by Edward Jones. While…
September 16, 2019