Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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.
SECURE Act Set for House Vote in May
SECURE Act expands retirement coverage, eases savings transfers, and offers new credits for small business retirement plans.
Why Change is a Must in 401(k) Investment Menus
An all-star research trio of looked at what happens when sponsors remove and replace certain fund options in their plans.
Rosy Forecast for Income-Focused Annuity Products
LIMRA SRI predicts accumulation-focused annuity product sales will grow a hefty 30%-35% by 2023, as Boomers look for guaranteed retirement income solutions.
What’s Happening in the 401k Firm Aggregation Space?
There’s still an education curve about who they are and what they do, according to Vince Morris of…
What Gives—Are Americans Confident in Retirement Security or Not?
We’re as confused as anyone else. A new AARP survey seems to directly contradict findings about Americans’ retirement…