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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Holiday Weekend Wackiness: Apocalyptic 401k Fears, Anderson Cooper and More
The long Fourth of July holiday weekend is a good time to get away from the usual work-related…
Coal Miners Get the 401(k) Shaft
A perennial employee fear is that 401(k) deferrals will fail to be deposited in a timely fashion (if…
401(k) Fail: How Well Do You Score on the Following Quiz?
More than half of employees failed a recent retirement plan knowledge quiz. How well would your clients do?…
IRS: One Bad Apple Can’t Spoil a 401(k) MEP Bunch
One bad apple shouldn’t spoil the whole bunch. That’s the thinking behind the Treasury Department/IRS’s new proposed regulation…
Major State-Sponsored Retirement Plan Launched
CalSavers, California’s automatically enrolled, state-run retirement plan meant to help over seven million Californians without access to a…
Simplifying 401(k) Fiduciary Processes and Procedures
Fee-based 401(k) advisors continue their march in the defined contribution space, and BidMoni wants to give ‘em a…
Revenue and Rejuvenation: How One 401(k) Advisor Got His Groove Back
Do what you do best and outsource the rest. It’s increasingly a core tenet in the retirement plan…
Fiduciary Breach Lawsuit Issues Explored: Active Versus Passive Investments
With more than 100 lawsuits filed against the fiduciaries of defined contribution retirement plans for breach of their…
Do Target-Date Funds Encourage Riskier 401k Allocation Decisions?
What effect do target-date funds have on 401k plan participants’ asset allocation? Aside from “set it and forget…
July Top Advisor by Participant Outcomes (TAPO)—Kathleen Kelly
What Gets Measured, Gets Done Empowerment, empathy and effectiveness—three “E” words that were immediately apparent when speaking with…