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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
Top Benefits Wanted by Younger Workers
The 401(k) took a hit in popularity among younger workers, defined as those who graduated from college in…
High-Tech Lowlife: Colorado CEO Convicted of 401(k) Fraud
A chief executive of two technology companies located in Denver, Colorado was found guilty of a host of…
(Hallelujah!) Investors ‘Carefully Consider’ Fees, Expenses in Mutual Fund Selection
Is the knock-down, drag-out industry fight over fees finally getting through to the masses? It appears so, according to ICI.
Retirement Bill Creates Match for Workers Repaying Student Loan Debt
It will be a good thing (generally) if even a portion of the retirement proposals floating around Washington…
How to Get More Intelligent With 401(k) Design
401(k) made easy with Money Intelligence—low-cost, hassle-free plans helping employees save smarter with expert retirement guidance.
10 Reasons Why Some 401(k)s Don’t Offer Participant Loans
We are occasionally asked why some retirement plans do not allow 401(k) participant loans. Some employers consider allowing…
Is ESG in 401(k)s Really a ‘Fiduciary Nightmare?’
Despite skepticism from ERISA attorneys about including it investment menus, DCIAA argues ESG factors are in line with regulatory thinking.