Browsing Tag
401(k)
3591 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
6 Facts About Selling to Female Decision-Makers
When being briefed on a finals presentation that I was coaching, the gentleman leading the sales team said,…
401(k) Recordkeeper Data Shows Solid Saving Trends
Good news on the 401(k)-participant behavior front. Americans continued to save for retirement through defined contribution plans early this…
October 2019 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probablywhy many advisors shy…
401(k) Electronic Disclosure Closer to Implementation
Electronic disclosure for 401(k) plan participants is closer to reality with news that the Department of Labor sent…
When Will 401(k) CIT Growth Really Take Off?
Why aren’t CITs more popular? It’s a question confounding industry watchers, as many of the same benefits can…
3 in 10 Have Increased 401(k) Contribution Rates in 2019
About 3 in 10 working Americans (29%) have boosted their 401(k) contribution rate in 2019, while nearly half…
How Big is the 401(k) Cashout Leakage Problem (Really)?
If you think you already fully comprehend just how big the problem of 401(k) cashout leakage is, you…
3 Easy 401(k) Marketing Strategies Too Often Overlooked
Modern-day work schedules are hectic. Between emails, calendar coordination and marketing campaigns, it can be challenging to stay…
ESG Investing is NOT Only a Millennial Trend
While Millennials seem to be the generation most interested in applying their ideals on environmental, social and governance…
How Trump’s 401k Performance Compares to Presidential Predecessors
President Trump often touts his 401k prowess, connecting with the everyman and woman with pointed remarks about retirement…