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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Americans Are Saving More for Retirement, But …
Retirement savings trends show more Americans saving despite stagnant incomes and rising costs, Bankrate survey reveals.
Tort Terror Schlichter Files Second Duke Fiduciary Suit
One just wasn’t enough. Schlichter Bogard & Denton, home of famed fiduciary tort lawyer Jerry Schlichter, has filed a…
Advisors Can Get Financial Wellness CE Credit Online
Financial wellness CE course helps advisors earn credits while guiding clients toward retirement and reducing financial stress.
Will Ageism in the Workplace Interrupt Retirement Success?
As the average lifespan increases, many Americans worry about having saved too little for a lengthy retirement. This…
8-Year Financial Wellness Study Finds …
The burden of saving for our own retirements, paying a larger share of healthcare costs, and coping with…
Words Matter: How People in Different Demos Describe Retirement
High-profile MIT AgeLab director Joseph Coughlin is out with new research about retirement readiness and attitudes among various…
A Massive 401(k) Mission Creep Mistake
Is it two birds with one stone or taking an eye off the ball? More “good ideas” are…
401k Advisors Shouldn’t Make Assumptions About Millennials
For better or worse, Millennials are doing things their own way. The industry is still learning about this…
Illinois Secure Choice 401k Program More Fragile Than Thought
Secure doesn’t mean “secure,” at least in Illinois. The governor of the fiscally-plagued state, Bruce Rauner, issued an…
IRS Helps Clear Way for 401(k) Plan Student Loan Benefits
The IRS released a private letter ruling last week which will help clear the way for employers to…