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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How 401(k) Plan Design is Changing for the Better
David Hinderstein from Strategic Retirement Group explains what it means.
Fidelity Finds Americans Fear Retirement Future
Retirement confidence planning can ease uncertainty and build a stronger future with small steps toward financial security.
The Next Iteration of Managed Account Services
“Instead of a ‘coopitition environment,’ we are embracing, in tandem with the advisor, working together to help plan…
Investment Fees Continue to Fall, Little Sign of Slowing
The downward trend of investment product fees continues, according to research from Cerulli Associates. The global research and…
Where Are We With Financial Wellness Technology?
And is it a build or buy play for the advisor? Steve Wilbourne with Questis clues us in.
Where Are We in the Fight For 401(k) Auto-Portability?
As part of their Strategic Issues Webinar Series, the LIMRA Secure Retirement Institute hosted a webinar on April…
Why Include Real Estate in 401(k) Investment Menus?
Real Estate 401k strategies explained by Charlie Wenzel. Learn why real estate is vital in retirement plans and fiduciary decisions.
HSA Anyone? Healthcare Costs Remain Top Retirement Concern
Paying for health expenses in retirement is the top expense concern among Americans, regardless of age, when compared…
What Are Key Considerations for Implementing a Safe Harbor 401(k) Plan?
If a potential plan sponsor is considering implementing a 401(k) plan for employees, or changing the plan provided,…
May Top Advisor by Participant Outcomes (TAPO)—Brad Arends
Our conversation with Brad Arends started strong, because we thought he’d hit upon the retirement plan 'Holy Grail.' We were close.