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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
DOL Gives 401(k) ‘Auto Portability’ Major Boost
Auto portability retirement plans streamline savings transfers, cut cash-outs, and help preserve billions in retirement savings.
Fidelity Ensnared in MIT 401(k) ‘Quid Pro Quo’ Allegations
Update: Comments from Fidelity and MIT have been added. Tort terror Jerry Schlichter is alleging bad math and…
August Top Advisor by Participant Outcomes (TAPO)—Dan Boardman
4 Key Components to Participant Outcome Success IT’S SIMPLE, but not easy. Any experienced 401(k) advisor will say…
What You Need to Know About Association Retirement Plans (Now)
The entire retirement industry has been devising strategies and product ideas in expectation of receiving new guidance from…
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
7 Ways the SECURE Act Could Impact Retirement Plans
Recently, the SECURE Act (short for Setting Every Community Up for Retirement Enhancement) passed in the House by…
Securian Financial’s Ted Schmelzle: Why Fee Compression Comes at a Price
Is fee compression absolute? Is it always better for 401(k) plan sponsors and participants, or do diminishing returns mean less is no longer more? Article Presented By: Securian Financial
Small Businesses (Really) Like 401(k) MEP Concept
The announcement of a new rule from the Department of Labor to make it easier for small businesses…
401(k) Cashout Confusion: Who’s Doing It and Why?
Cashout leakage, a long-standing problem in America’s defined contribution system, is a silent crisis that unnecessarily robs millions…
Revolutionizing the 401(k) Participant Relationship: Corby Dall at Outcomes 2019 Conference
Technology and scale, coupled with auto innovation, is revolutionizing the 401(k) advisor’s business and the manner in which…