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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Why 401(k) Plan Sponsors Incorporate Sustainable Investing in DC Menus
Adoption of Sustainable Investing (SI) strategies, or those that integrate Environmental, Social and Governance (ESG) goals, has seen…
Hooray for Hoyas: Georgetown Beats Back Fiduciary Breach Suit
Georgetown University has prevailed in a lawsuit regarding its 403(b) plan, with the U.S. District Court for the…
Retirement Giant Sheridan Road Bought by Insurance Brokerage
Industry consolidation and M&A activity continued Wednesday with the announcement that Sheridan Road Financial has been acquired by…
TAG and Two West Team for ERISA 3(38) Fiduciary Services
Two West Advisors and TAG Resources have joined together to develop a contract arrangement that allows Two West…
401(k) Firm Millennium Trust Gets Private Equity Infusion
Private equity continues to come a-callin’ in the retirement plan space. Major 401(k) custodian and service provider Millennium…
10 (Super) Bold Predictions for 2019: Bob Doll
Click “NEXT” to see predictions… This guy is good. Nuveen market soothsayer Bob Doll is out with his…
401(k) Aggregator Adds Major Retirement Planning Firm
Aggregators in the 401(k) space are on the rise. Named for the way they share a common strategy…
4 Critical ERISA Cases to Watch in the Coming Year
A number of issues facing ERISA practitioners came to a head in 2018 and are primed to be…
401(k) Access for All—By Law: Putnam’s Reynolds
“The sheer scale of Americans’ retirement assets spurs envy among competing nations around the world who are struggling…
401(k) Fail: High-Fee Funds Do Way Worse (Again)
Any 401(k) professional with a pulse knows about the ongoing fight over low fees; tort lawyers like Jerry…