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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
J.P. Morgan Aims to Make 401(k) RFPs Easier
Recent research from Cerulli Associates finds that RFP teams are struggling to meet turnaround times as volumes skyrocket…
Mile High Marketing Exclusive: Empower Nets 21-Year Stadium Naming Rights Deal
Football and 401(k)s don’t seamlessly mix, something Empower Retirement is looking to change with a deal to plaster…
QUIZ: 10 Questions to Self-Evaluate Your 401(k) Marketing
How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement plan marketing score:
More Employers Adding Annuities to 401(k) Plans
Annuities are like olives, either you love ‘em or you hate ‘em. But amid growing concern over an…
10 Worst Cities to Retire
With only 23 percent of Americans reporting that they are “very confident” they will have enough money for…
Advisor Charged With Stealing Funds For Travel, Luxury Hotels
An advisor with “penchant for international travel” racked up massive amounts of credit card debt, and allegedly used…
9 Sales Steps to Demonstrate Competence and Character
Trust—it’s a simple word with big meaning used frequently in sales. Clients often say they chose one advisor…
Personalization and Participant Outcomes: OneAmerica Making the Most of Managed Accounts
Personalization, customization, individualization—industry terms tossed about for some time. But largely thanks to new technology, it’s happening now, and it’s incredibly exciting. Article Provided by OneAmerica
‘Gamifying’ the Financial Wellness Process: BrightPlan’s New Coach
Planning and saving for retirement isn’t a game, but that doesn’t mean using a “coach” can’t help employees…
Target-Date Funds—Eyes on the Price
The Dow Jones Industrial Average lost 777 points on Sept. 29, 2008, and kept falling. It didn’t hit its…