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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Nuveen Details What’s ‘Next’ for 401(k) Plan Fiduciaries
The frenzied fiduciary air, in particular, has many lifting their heads and looking around for sources of information that filter the noise.
How 401(k) Advisors Fight Financial Abuse
Last year’s passage of the Senior Safe Act sparked a number of industry articles shining the spotlight on…
7 Steps to a Well-Constructed Investment Policy Statement
Although the ERISA doesn’t necessarily require an investment policy statement, the law does make it clear in Section…
Women to Financial Advisors: ‘Do Better’
A third of women separated, divorced or widowed in the past five years feel patronized by financial advisors,…
10 Tips for Better Retirement Savings Behavior
We’re our own worst enemies. Whether it’s Billy Beane and Bay-Area baseball, or the Patriots’ pick in the…
Fiduciary Advocates Rip Reg BI in Congressional Testimony
Fiduciary proponents gathered in Washington before the House Subcommittee to vent their views and decry the death of the DOL's Conflict of Interest Rule.
Communication Breakdown: Business Owners Don’t Understand HSAs
New research finds the majority of business owners consider the cost of healthcare to be the biggest expense…
February Favored Fixed Income 401k Funds
February was a slow trading month for 401k investors, but participants nonetheless favored fixed income over equities when…
Surprise (Not)! Self-Directed 401(k)s Took Fourth Quarter Hit
It’s not exactly a shock that self-directed DC accounts struggled in the fourth quarter correction, but a new…
How Well Do 401k Plan Sponsors ‘Support’ Participants?
Tools like managed accounts and target-date funds continue to gain ground, and more than one-third of companies now…