Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.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 to Capitalize on 401(k) Industry Consolidation
Retirement plan consolidation is accelerating, shaping the industry’s future with growth, mergers, and strategic opportunities.
Parents Preventing Children from Failing, Flourishing Financially
Actress Nia Vardalos (best known for starring in “My Big Fat Greek Wedding”) once told Good Housekeeping magazine,…
Are You Defining Financial Wellness All Wrong?
As more employers learn the benefits of financial wellness, there’s still some confusion as to what kinds of…
401k Participants Want Technology Plus…
Americans lean on technology for help with so much nowadays–from ordering groceries to arranging transportation to screening potential…
How to Get a ‘Fiduciary Immunization’ Shot in the Arm
Any advisor who isn’t intimately familiar with (at least) the term “fiduciary” has been living under a rock…
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’…