Browsing Tag
401(k)
3589 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Back to the Future? Monetization of the 401(k) Participant Relationship
Given the recently settled and outstanding litigation, it seems imprudent for plan sponsors to engage in practices that may increase liability.
The Benefits of a Nonqualified Plan Focus: Jeff Acheson
'You should know this market because it could be additional revenue and help you build a moat around your qualified plan business'
2 Ways ‘MarylandSaves’ Will Be Different
“Social Security bridge” and managed payout options for new state-based IRA are in development, but not expected to be available for several years
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
Maryland’s State-Run IRA Is Different, Better, and Still Less Than Optimal
At this point, ALL Maryland workers would be better served by saving in a superior alternative
EBRI President and CEO Lori Lucas to Retire
'Her approach enabled us to stay nimble, responsive, accessible, and relevant to our members'
Morningstar Under Fire for Alleged Anti-Israel Bias
The South Carolina State Treasurer went so far as to threaten to cut ties with the research giant if the situation isn’t corrected
How 401(k) Consultants Miss the Automatic Rollover Mark
401k plan consultants know that the name of the game is improving participant outcomes, and their ongoing efforts are commendable
Pursue Better Participant Outcomes Through Diversification, Education
If market events of recent years have taught us anything, it’s that sometimes the best advice is the oldest
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist…