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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
December 2019 Top Advisor by Participant Outcomes (TAPO)—Jonathon Schultheiss
The 1% Challenge We’re sure Jonathon Schultheiss’ good nature and smiling persona translate well with sponsors and participants.…
Murphy’s Law: Empower’s Ed Murphy on Secure Act, Saving and Fintech Scale
“I told Ed Murphy about this cool, new product idea in the space,” one industry insider recently relayed.…
Cashback Rewards in 401(k) Contributions?
Discover how EvoShare turns everyday spending into cashback retirement savings and builds better financial habits.
Nobel Know-How With Richard Thaler
Richard Thaler went momentarily dark when we attempted to confirm our cover story, prompting a follow-up inquiry. “Thanks for the…
September Top Advisor by Participant Outcomes (TAPO)—Daniel Tacktill
Helping HR Reps Help Themselves IT’S A BIT OF “physician, heal thyself.” After 18 years in the business,…