Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
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.
No Panic: 401(k) Investors ‘Stay the Course’ in Q4
401(k) balance fell 10% in Q4 2018, but most investors stayed disciplined, continuing contributions despite market volatility.
February Top Advisor by Participant Outcomes (TAPO)—Marcy Supovitz
Discover how Marcy Supovitz drives participant outcome success through innovative plan design and data-driven strategies.
Employees Vexed by Annual Benefit Elections, Survey Finds
Employees in the U.S. are split three ways on what is the most complicated aspect of making annual…
PG&E Peril: Employer Stock in the Company 401(k) Plan
With the PG&E bankruptcy, inquiring minds want to know if there was company stock held in the 401(k) plan? Well yes, there was.
How Do Managed 401(k) Accounts Measure Up?
Managed accounts are convenient, customized and client-centric, and help “guide employees on how much save, how to invest…
America’s Bucket List: Heavy on Travel, but Financial Goals a Priority Too
Would you believe 95 percent of people actually have a bucket list? That’s the case according to a…
How Human Capital Risk Management Will Revolutionize Retirement
“Don’t be an analog phone.” It’s a weird way to start a presentation on retirement benefits, but attendees…
How to Harvest ‘Higher’ 401(k) Returns
Non-traditional asset classes can be the shiny new toys on the shelf. As a 401(k) advisor, when is…