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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
June Top Advisor by Participant Outcomes (TAPO)—Todd Kading
The Flexible 401(k) Fiduciary “The only reason we’re in this business is to make sure people can actually…
401(k) Auto Portability’s Role in Reducing Cybersecurity Risk
With trillions of dollars in assets to safeguard, the retirement services industry is intensely focused on the issue…
Will ESG Reduce the Active Management Exodus?
Will more environment, social and governance (ESG) investment offerings stem the flow from active to passive management? It’s…
3 Ways Auto Portability Promotes 401(k) Financial Wellness
Financial wellness refers to the overall financial health of an individual, as measured by their ability to achieve…
Say No to Sanders’ Wall Street Nonsense
Death by a thousand cuts—a little here, a little there, who’s gonna know? It’s the thinking behind the…
How to Establish a Strong Investment-Focused 401(k) Plan Committee
As a retirement plan sponsor, one of the biggest steps toward ensuring regulatory compliance includes establishing a committee…
Will SECURE Act Be the End of Stretch IRAs?
In a 417-3 vote, the House of Representatives passed a new tax bill called the SECURE Act, which…
10 Best, Worst States for Military Retirees
With May being Military Appreciation Month and significant military pension changes having taken effect last year, the personal-finance…
Emergency Savings: A Step on the Road to Retirement Security
Employers have long been at the forefront of efforts to improve Americans’ retirement security. It’s a tough challenge…
Date Set for SEC Regulation Best Interest Vote
The Securities and Exchange Commission has set June 5, 2019, as the date it will vote on “Regulation…