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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Upping the Ante on TDF Customization
Customization is key in 2018. Americans want—and even expect—products to be tailored to their specific needs. The financial…
August 6, 2018
Why 401(k) Sponsors Must Be Given Authority in Plan Interpretation
In a sue first, ask questions later world, it’s never been more important for 401k advisors and their…
August 6, 2018
Why 401(k) Advisors Should Say Hi to HENRY
They might not have it now but soon will, and 401k providers (and advisors) should therefore tune in.…
August 3, 2018
The Best Caribbean Islands for 401k Participants to Retire
For most people, relaxing on the beach with their toes in the sand and a frozen beverage in-hand…
August 3, 2018
Zero Fee Funds Have Arrived
Zero. Zilch. Nada. Fidelity kicked it up a notch (or down)—at least when it comes to index funds.…
August 3, 2018
Military Families Are Out-Saving the General Public—By A Lot
Building a nest egg takes discipline—something in which military members are well-versed. And it shows in their recent…
August 2, 2018
Tax Reform to (Potentially) Boost Non-Qualified Retirement Plans
A rejiggering of top state and local rates as a part of President Trump’s tax reform could make…
August 2, 2018
The Biggest Fear of Female 401k Plan Participants?
We hope the ladies have heard it by now, and if not, let’s spread the word. Retirement can…
August 2, 2018
August 2018 Top Advisor By Participant Outcomes (TAPO)
Breaking Bad Enrollment Behavior “There’s a saying that software will eat the world. Well, private equity is eating…
August 1, 2018
Ascensus Acquires Retirement Plan Administrator 401(k) Plus
Ascensus acquires 401(k) Plus to expand retirement plan solutions and strengthen TPA services across Texas and nationwide.
August 1, 2018