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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What’s Happening With SEC’s Reg BI? Fred Reish
The DOL, harmonization, when the rule will happen—lots of questions that Fred Reish answers at Fi360's annual conference.
What to Watch For With 401k ‘Autos’
They're unquestionably effective, but can at times be "logistical nightmares" for HR reps, according to Ashley Rosser, president of Victory Fiduciary Consulting. How do advisors ensure they work?
How Student Loans Hurt Retirement Security
April is Financial Literacy Month, and as usual, we can again expect a slew of articles chastising Americans…
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…