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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
If Female Advisors Won’t Attract More Female Clients, What Will?
Women are handling the money in more than half of American households. Yet, around the same amount don’t…
Which 401(k) Features Positively Influence Plan Participants Most?
The best 401(k) advisors are well aware of the importance of plan design. Sure, it’s on employees to…
What’s Next For 401K MEPs?
The president’s executive order put multiple employer plans front-and-center. Here’s what happens now. Pete Swisher, from Pentegra Retirement Services,…
Slideshow: ‘Who Wins?’ 8 Countries Ranked by Retirement Happiness
Great news: research has uncovered the key to retiring happy. Even better news: the formula is simple and…
Trust and Trends: What 2018 TAPO Judge Barbara March Sees in 401(k) Advisors
If you’re ever at an industry event with Barbara March in attendance, find a way to sit at…
What It Takes to Win With 401(k) Financial Wellness
The weather was sunny but the mood intense at a recent gathering of top 401(k) advisors.
How 401ks (Actually) Fit with Student Loan Repayment Programs
Recent statistics show that approximately 70 percent of college graduates will leave college with an average of at…
How Sen. Warren’s Silly Self-Interest Affects 401(k) Saving
[Correction: An analysis of Senator Warren’s DNA sample by Carlos Bustamante, a professor at Stanford University, revealed she…
401(k) Specialist 2018 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., September 14, 2018—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
Why the SEC Will Never Enact a Meaningful Fiduciary Standard
I continue to enjoy reading analyses on the SEC’s Best Interest proposal. These are analyses from industry leaders,…