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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
DOL’s Target for Missing 401k Participants Is ‘Zero’
At the 2019 NAPA 401(k) Summit, Assistant Secretary of Labor Preston Rutledge indicated the DOL’s long-term goal is…
401(k) Advisors are Late to Digital Transformation
While many businesses are talking about digital transformation, relatively few have actually implemented it. According to a recent…
Yale Prof REALLY Wrong on 401(k) ‘Failure’
401(k) retirement debate myths debunked, addressing coverage, fees, and Social Security comparisons with clear facts.
Tampa Bay Bucs’ Carl Nassib Tackles 401(k) Financial Wellness
In the realm of NFL finances, where even legends like Warren Sapp faced post-career struggles despite earning millions,…
Top Performing Financial Firms According to Clients
Hearts & Wallets released its national customer satisfaction rating on Tuesday, which identifies top performing financial services firms…
3 Reasons Why Baby Boomers Are In (Serious) Retirement Trouble
A new survey reports the disturbing finding that almost half of Baby Boomers, a demographic of 78 million…
MAJOR Merger Announced: Principal Buys Wells Fargo Retirement Business
A shakeup in the defined contribution 401k plan space as Principal Financial Group said it will acquire Wells…
What are the ‘5 Ws’ of Retirement Planning? 2019 NAPA 401(k) Summit
A myopic focus on finances too often ignores the emotional preparation needed to successfully retire, and it’s a…
How ‘CSR’ Can Transform Your Practice: 2019 NAPA 401(k) Summit
An all-star panel from some of the nation’s leading advisory firms explained how CSR—Corporate Social Responsibility—has invigorated their…
Graff Warns of ‘Wall Street Tax Act’: 2019 NAPA 401(k) Summit
National Association of Plan Advisors’ Executive Director Brian Graff took the stage at the advocacy organization’s 401(k) Summit…