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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
‘Almost All’ 401(k) Participants Kept Contributing in 2018
It’s not surprising, but nonetheless heartening, especially given fourth-quarter volatility and the uncertainty it caused. Almost all 401(k)…
Date Set for 401(k) Fiduciary Rule Reboot
The Department of Labor has set a date for a new fiduciary rule push (officially the “Conflict of…
Fear the Future: Global Workers Worry About Retirement Prospects
American workers are somewhat confident in their ability to retire comfortably; but workers globally, not so much. Only…
Top 5 Most Trusted Retirement Plan Providers
An organization of retirement industry luminaries like Shlomo Benartzi, Warren Cormier and Lindsay Owens is out with its…
Vanguard Enters Active ESG Fund Space
Vanguard is out with its first actively managed environmental, social and governance (ESG) fund. While active management and…
SPARK, TRAU Combine 401k Training Programs
The SPARK Institute and TRAU (The Retirement Advisor University) announced Friday that they’ve agreed to combine their industry…
A Call for Mandated Financial Literacy Programs in the Workplace
With more states and municipalities stepping in (finally) to include financial literacy in public education, a new paper…
Gen Z is Coming: What 401(k) Advisors Need to Know
Gen Z financial habits show a focus on saving, smart spending, and independence, reshaping how they invest and manage money.
How Do 401(k)s Stack Up For Investment Firm Employees ?
Asset Manager 401(k) Plans show higher balances, active management use, and strong employer contributions in Calla
Passive Management Assets Catch Active After 12-Year Chase
In a surprise to absolutely no one, passive assets have (almost) completed their journey to parity with their…