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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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,…
Weekend Wackiness: Lottery Retirement Plans, Dave Ramsey Fanatics and More
Time for some more Friday 401(k) Fun with another roundup of the absurd and offbeat, courtesy of a…
Don’t Forget to Focus on the ‘Why’: Sheri Fitts
Emotional appeals matter, but how do 401k advisors genuinely connect? The marketing maven explains.
How Do Recordkeepers Really Feel About 401k Financial Wellness?
While the term financial wellness can be ambiguous (or not), at its most fundamental level it emphasizes holistic…