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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Potential Traps in The DOL’s Temporary Enforcement Policy
The overturning of the DOL’s Fiduciary Rule by the Fifth Circuit last year had two impacts: first, the…
EBSA Monetary Recoveries Significantly Increase
The Department of Labor (DOL) releases statistics regarding their actions as well as a strategic plan for enforcement for the coming year.
Follow Me: Clients Cool with Advisor Social Media Connections
More evidence that engaging with clients on social media is a good way to foster the advisor-client relationship…
How (and Why) to Stay Focused on What’s Important: Elite 401(k) Advisor Profile
Brevity is the soul of wit, and also a key to success for Sam Law with (aptly named)…
How Auto Portability Serves 401(k) Participants’ Best Interests
This series is meant to identify five key reasons why an auto portability program serves the best interests…
Two Major Regulatory Issues Dominating 401(k) Discussion
It’s not always easy for plan sponsors to communicate with participants. As technology changes how information gets shared,…
‘See-Saw’ Stock Prices Prompt 401k Fixed Income Flow
Despite relatively solid market performance overall in the wake of market turbulence late last year, 401k plan participants…
What Is ‘Retirement?’ Workers Say Freedom
We know how to define retirement, but what does it actually mean to workers? Transamerica Center for Retirement…
How 401k Advisors Can Step Up Their HSA Game
Health Savings Accounts grew to an estimated $51.4 billion in assets across more than 23 million accounts halfway…
Fred Knows 401(k) Fiduciary
401(k) fiduciary mistakes by sponsors and committees create risks. Learn common errors and how advisors can prevent costly issues.