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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.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 to Measure 401(k) Financial Wellness ROI
Whenever I read an article about how hard it supposedly is to measure the ROI of financial wellness…
Rethinking Your Small 401(k) Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401(k) market. We…
A Post-Fiduciary Rule Rollover Playbook
401(k) Rollover Fiduciary Rule challenges create doubt. Discover advisor safeguards, strategies, and best practices to protect clients.
New Digital Tool for Small Market 401(k) Advisors
The platform uses technology to “bring process, efficiency and transparency to financial advisors who work on small business retirement plans.”
401(k) Participants Are Seriously Stressed—Here’s Why
401(k) participants are worried, and it’s affecting their job performance (and therefore company costs). Two-thirds of retirement plan…
How to ‘See’ Healthcare Costs in Retirement
Wanna know how much you’ll pay for healthcare in retirement? Who wouldn’t? One firm just made it easier…
Pessimistic 401(k) Participants Stopped Saving Post-Recession
First it was Nationwide and now Betterment, the industry’s clearly curious how 401(k) savers and investors are behaving…
Why Women Love the Gig Economy
Call it what you want—freelance work or contract work, side jobs or side hustles. The number of Americans…
Securities Litigation Hits All-Time High
Securities Litigation Report reveals record filings, higher plaintiff losses, and rising cryptocurrency-related cases since 201
Ear to the Ground—What’s Ahead for Health Savings Accounts?
It’s hardly news to note that health savings accounts are increasingly popular, a “two birds one stone” play…