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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
The ‘A, B, C and D’ of Future 401k Technology: Broadridge Matrix Conference
A tech-focused panel discussion Monday morning at Broadridge’s GetConnected2019 conference in Keystone, Colorado unsurprisingly kicked off with an anecdote…
Will Your Target-Date Fund Trigger a Fiduciary Lawsuit?
Target-date funds may be the ticking time bomb of ERISA litigation. There are major differences among target-date funds,…
How to ‘Navigate to Next’ in the 401k Industry: Broadridge Matrix Conference
“If there’s one thing we want you to take away, it’s that as advisors, you must be nimble…
5 Strategies to Demonstrate You’re the Right Client Fit
“Differentiation” is a term frequently used in sales. Advisors have been trained to search out and sell their…
4 Steps Employees Should Take to Stop 401(k) Leaks
Remember the old children’s song, “There’s a Hole in My Bucket,” about the guy whose bucket kept leaking…
Do Massive Equity Outflows Signal Tough Times Ahead?
U.S. equity fund outflows reached their worst since 2018, as passive funds gained inflows and active funds saw major declines.
Millennials Say Life More Stressful Than In Previous Generations
How much is too much? Or rather, what amount of optimal income would make us happy and stress-free?…
401(k) Trading Activity: Calm Before the Storm?
The dog days of summer gave way to August angst, but July was able to avoid the volatility…
Contractor Constructs Fraudulent $3 Million Recordkeeper Scheme
The owner of two contracting companies is facing jail time after pleading guilty to money laundering in the…
Americans’ Biggest Financial Regret (Just Guess)
Well, duh …not investing in a 401(k) is considered to be the biggest financial mistake for most Americans,…