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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Patience and Possibility from the Unlikeliest of Places: Elite Advisor Profile
“I’m my own coach,” Rick Wedge says when asked about working with another person for professional and personal…
Figuring Out What’s Scalable in a 401k Practice
“You digest it, and you figure out how to work it in with what you’re doing with clients…
Successful 401k Fiduciary Defense Verdicts
NYU, and the judge’s colorful decision, immediately come to mind, says Pension Resource Institue and Retirement Law Group’s…
Good News for Social Security Solvency
Social Security Trust Fund gains solvency, now projected to last longer with improved reserves and stronger disability fund outlook.
Hedge Fund in DOL Hotseat Over Retirement Plan Assets
Hedge fund pension assets face scrutiny as Alden Global Capital comes under Department of Labor investigation.
DOL: 401(k) Plan Fiduciaries MUST Find Missing Participants
DOL MEP regulations focus on missing participants, disclosures, and rules to improve recordkeeping and protect retirement plan members.
16 Retirement Plan Provisions in the SECURE Act (Simplified)
Employee benefits consulting firm Strategic Benefits Advisors (SBA) helpfully—and succinctly—lists the provisions of the bipartisan act.
Recent Fiduciary Breach Case Has Major Implications for 401k Advisors
Fiduciary breach case may reshape 401(k) advisory roles; Roger Levy discusses Brotherston v. Putnam at Fi360 Conference.
Set Aside Socialist Stupidity to Better Serve 401(k) Savers
Major props to Jamie Dimon for kicking it up a notch. After exposing AOC’s New Green Deal for…
Shock (Not)! Retirees Have Negative Outlook Toward Bitcoin
A new survey of 1,000 American retirees revealed that the vast majority either don’t know what Bitcoin is,…