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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Fred Reish: DOL Wants to Audit …Now What?
It’s always unpleasant when a TPA gets a call or a letter from the Department of Labor (DOL)…
October 2018 Top Advisor By Participant Outcomes (TAPO)
Money Simplified helps participants achieve retirement success with easier planning, lower fees, and custom solutions for lasting income.
How Well Can You ‘Follow the Flow’ of Money in 401ks?
As many plan fiduciaries can attest, retirement plan fees can be extremely complex and difficult to understand. This…
Legislation Passed to Boost Annuity Use in 401(k) Plans
Guaranteed lifetime income legislation expands annuities in 401(k) plans, helping Americans achieve secure and lasting retirement savings.
Young 401(k) Investors Jumping On ETF Bandwagon
Apparently GTL, OMG and LOL are out. A new (and far more valuable) acronym has surfaced on Millennials’…
3 Ways to Help 401(k) Participants Decumulate
America’s headed toward a “retirement crisis.” The majority of workers aren’t saving enough. Health care is going to…
American Dream or Nightmare for More Latinos?
Latino American Dream faces financial and family challenges, from debt and low savings to caregiving, yet homeownership remains a goal.
Why Are More Job Hoppers Leaving Their 401(k)s With Ex-Employers?
401(k) participants often leave assets with former employers, content with investment performance and in-plan options
2018 TAPO Judge: Major 401(k)Motivation from MKay
We now know why Mary Kay Leydon is such a great sales coach and trainer; she sold us…
What the What? Most Foolish 401(k) Freakout Yet
No one cares about your stick-figure family and bumper sticker slogans—political or otherwise. They’re silly, sophomoric and reduced…