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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
A Serious Drive to Better Financial Wellness
Recent 401(k) Specialist cover subject Jamie Linkowski pointed to potential disaster that comes from a financial wellness fail.…
February 5, 2019
‘Bond King’ Bill Gross Bows Out, Announces Retirement
Bill Gross, legendary fixed-income investor and founder of PIMCO, announced his retirement Monday at the age of 74.…
February 4, 2019
Too Many Workers Unaware of Retirement Saving Tax Credit
Are participants leaving (tax) money on the table? So it would appear, according to Transamerica Center for Retirement…
February 3, 2019
Bernie Bashed for Bogus Retirement Plan Coverage Tweet
Lies, damned lies and statistics. FactCheck.org took Sen. Bernie Sanders, I-Vt., to task for a tweet last week…
February 1, 2019
Small Toy, Big Return: Legos in the 401(k) Investment Menu?
Should you be including Lego toys in your 401(k) plan investment menu (no, seriously)? According to a study…
February 1, 2019
Make Social Media Marketing Meaningful to Your 401(k) Business
Social media for social media’s sake doesn’t do much if done wrong. How do 401k advisors ensure it’s…
February 1, 2019
Hey Gen Z—It’s Time to Think About Retirement (Saving)
The best way to reach younger investors? Screen time, of course. Retirement services giant Empower Retirement has expanded…
January 31, 2019
Coming (Very) Soon! Names and Know-How at NAPA 401(k) Summit
It’s said so often it’s now cliché. If advisors take time away from the office (and their revenue-generating…
January 31, 2019
Is the Tide Turning in 401(k) Fee Litigation?
Given the number of investment and fee cases in the news, you would be forgiven for thinking that…
January 31, 2019
3 Steps to ‘Refit’ Your 401(k) Plan Practice
Address the challenge of employee turnover in 401(k) practices effectively. Learn strategies to retain valuable staff for long-term success.
January 31, 2019