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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
April 19, 2019
Don’t Forget to Focus on the ‘Why’: Sheri Fitts
Emotional appeals matter, but how do 401k advisors genuinely connect? The marketing maven explains.
April 19, 2019
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…
April 19, 2019
How to ‘Adapt’ to Adaptive 401(k) Selling
What's your 'Myers Briggs type of score' and why does it matter? Cuna Mutual Retirement Solutions' Randy Fuss explains.
April 19, 2019
What’s Happening With 401(k) Firm M&A?
Dave Reich, National President, Retirement with HUB International clues us in on why it's happening, and how big it is.
April 19, 2019
Why Content Marketing is Key to Advisor Retirement Plan Success
What is 'Influence to inbound' and why does it matter? 401(k) Marketing CMO Rebecca Hourihan clues us in.
April 18, 2019
‘Never Seen More Interest In Helping End-Participants’: Fi360’s Matt Wolniewicz
Explore key fiduciary insights from the 20th FI360 Conference, featuring industry leaders like Matt Wolniewicz on investor protection.
April 18, 2019
Crushing Debt Killing 401(k) Saving
Ripple effect of debt impacts 401(k) savings, as student loans and credit cards drive early withdrawals and redefine success.
April 18, 2019
America’s ‘Best Kept Investing Secret’: Dr. Zvi Bodie
The pension and investment expert details Series I Savings Bonds. What are they and how do they work?
April 17, 2019
TD Ameritrade Sells Retirement Plan Business to Broadridge
In the second major acquisition shocker in as many weeks, TD Ameritrade Institutional said it will sell its retirement…
April 17, 2019