Browsing Tag
401(k)
3590 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Playing for Keeps: Positioning Yourself as the Quarterback of 401(k) Plans
Jason Roberts, CEO of Pension Resource Institute, shared strategies on client retention & prospecting at Excel 401(k): The Advisors' Conference.
So, About Those Proposed 401k MEP Regulations …
The DOL MEP Proposal outlines new rules for associations and PEOs, expanding retirement plan access while leaving Open MEPs unchanged.
Post-Pension Era 401(k) Participants Are All About Annuities?
New research confirms what we already knew: Americans want to lockdown a guaranteed source of income for life.
Large-Employer ROI From Effective Retirement Readiness Is …
Just imagine the return for smaller employees. For a 50,000-employee company, improving retirement preparedness could lead to a…
Can States Enact Their Own Fiduciary Rules?
Who will fill the vacuum left by the demise of the Fiduciary Rule? Industry professionals and practitioners have…
Drowning in Debt: Its Effect on Workplace Productivity
Financial stress affects job performance. Learn how financial education can ease employee financial stress and boost productivity.
Fiduciary Rule or Not, This Makes Sense—2018 Excel 401(k): The Advisors’ Conference
“How many of you are absolutely sick to death of hearing about the fiduciary rule?” Kimberly Shaw Elliott…
What 401(k)s Teach Us About HSAs—2018 Excel 401(k): The Advisors’ Conference
Health savings accounts continue to be one of the hottest topics in the retirement industry, but they are…
Which 401(k) Practice Priorities Matter Most? 2018 Excel 401(k): The Advisors’ Conference
Act—act now, as soon as you get back to the office on the three key takeaways from any…
The Best Way to Justify Higher 401k Fees? 2018 Excel 401(k): The Advisors’ Conference
Make it real, make it granular and make it specific. It was a key point made at a…