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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How 5 Major 401(k) Income Options Compare
Hard to believe, but the 401(k)—the most popular defined contribution plan—turned 40 this year. Until now, the focus…
Too Many Young People (Still!) Believe Retirement Saving Can Wait
Here’s a shock—people tend to favor instant gratification over delay and discipline. Not exactly news, but for 401(k)…
Participants Know All About Health Care Costs, But Not HSAs
They know health care costs will dominate in retirement, but few are doing much about it. “As employees…
CITs Aren’t A Hard Sell: GRPAA 2018 Summit
Editor’s note: This story was updated per corrections requested by Grey Goose. Here’s the thing: if you don’t…
How to Be a Navy SEAL of the 401k Space: GRPAA 2018 Summit
A high-energy, fully-caffeinated presentation from a former Navy SEAL and current top CEO launched the second day of…
Differentiation, Personalization Paramount in Financial Wellness: GRPAA 2018 Summit
Buzzword, hot topic, mission, social movement. These were just a few ways Liz Davidson described financial wellness Friday…
How We ‘Ought To’ Be Talking to 401k Participants: GRPAA 2018 Summit
Some like it hot, others not, as the GRP Advisor Alliance gathering kicked off Friday morning at the…
How 401(k) Participants Wanna Save the World
ESG Investing is growing fast, with younger investors driving demand despite advisor concerns over performance and adoption rates.
Will Small Businesses Adopt 401(k) Multiple Employer Plans?
President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could be a game changer for the…
How to Determine if TDFs Are Actually on Target
Target Date Funds help investors stay on track. Learn how glide path design and human capital shape retirement outcomes.