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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Foreign Fraud—When Retirement Money Went Missing in Mexico
A warning for expat retirees living in dream locales—mind your money in unfamiliar territories, cultures and financial markets.…
Supreme Court to Hear 401(k) Fiduciary Breach Case
In a bit of a Tibble v. Edison redux, the Supreme Court said Monday that it will hear…
Successful Business Owners Lack Retirement Confidence (Wait, What?)
They’re getting better at helping employees save for retirement, and good at accumulating wealth in general, but as…
Concerned About Reg BI? Here’s Marcia Wagner’s Breakdown for Broker-Dealers
The SEC, by a 3-1 party-line vote, issued in a timely fashion its final regulations with respect to…
Get Out! Are Older Workers a Help or Hindrance?
Fifty-three percent of Americans age 50 and older say that people staying in the workforce past 65 is…
Ponzi Pledges: Regulators Allege Fraternity-Run Fraud
The SEC is charging a recent college graduate with orchestrating a Ponzi scheme that targeted college students and young investors.
Is Financial Wellness Working? Ric Edelman Answers
Billboards, airports, sporting events—financial wellness, as a concept, is popping up everywhere. Long the domain of the advisor…
How Well Do Workers Understand HSAs?
HSA education is happening, but is it effective? New research reinforces the growing convergence between health and retirement…
Can Employees Release ERISA Fiduciary Breach Claims?
Plan fiduciaries looking to avoid protracted court cases filed by their plan participants are trying to develop the…
3 Potential 401(k) Plan Problems (and How They’re Fixed)
401(k) plans are like complicated machinery with a lot of moving parts and a lot of ways that…