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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
3 Reasons for Early Retirement: What Matters Most?
The Center for Retirement Research at Boston College asks and answers an important question, “More than a third…
February 12, 2019
Wrong! Zweig Zeros In on 401(k) Fix
Intelligent, witty, entertaining, he slays sacred cows with more gumption and gusto than his predecessor Jonathan Clements. But with this he’s plain wrong.
February 12, 2019
Shocking Truth About Participant-Directed 401(k) Plans
There’s been a strong push in the past 20 years for 401(k) plan sponsors to offer participant-directed plans,…
February 11, 2019
How ‘Alphabeticity Bias’ in 401(k)s Hurts Outcomes
Research shows 401(k) alphabeticity bias leads to higher allocations for early-listed funds, affecting retirement investment choices.
February 11, 2019
Quick and Easy Guide to the IRS 401(k) Loan Rules
401(k) administrators play many roles—including, often somewhat reluctantly, banker. In addition to all other duties, plan administrators are…
February 11, 2019
Financial Advisor Recruiting Ramps Up With Digital Launch
Advisor career transition made simple with FA Match’s digital platform, connecting advisors and firms through mutual compatibility.
February 10, 2019
Science of Social Media: How to Hit 401(k) Lead Gen
Different platforms do different things—here’s what to use when. Social Media Lead Generation insights from ARGI’s Jeanne Fisher.…
February 10, 2019
Why Attend NAPA 401(k) Summit? Networking, Knowledge And …
“It’s the cream of the crop, the crème de la crème,” Nevin Adams said with a bit of…
February 8, 2019
Americans Very Confident in 401(k) Plans – and Say ‘Hands Off’ to Feds
Explore 401(k) retirement savings confidence as most Americans value control, tax perks, and oppose federal changes.
February 8, 2019
Fred Reish: Novel Compliance Approach to 401(k) Fiduciary Standard
In my last three posts (No. 9 and No. 10 and No. 11), I discuss the best interest standard of care and…
February 7, 2019