Browsing Tag
401(k)
3590 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
The DOL Fiduciary Rule is Officially Dead
After all the back-and-forth, public comments, lawsuits, time, money and resources, the Department of Labor’s fiduciary rule is…
Designing the 401(k) Plan to Maximize Positive Participant Outcomes
Retirement Plan Design using auto features boosts savings, enhances outcomes, and supports financial wellness for participants.
Millennials and Money Management: Which Gender Does It Better?
No wonder married couples fight about money so much. A new study by PNC Investments uncovered a slew…
Financial Fail: Many Americans Falsely Claim to be Money Savvy
A whopping 84 percent of Americans have never participated in any sort of financial education program, yet many…
$3 Billion in 3 Years (and Counting)—How One Top 401(k) Advisor Grew So Fast
It’s an obvious but important point—an astronomical level of assets under advisement achieved in a super-compressed time period…
A Different Approach to 401(k) Financial Wellness
The video titled “2018 Nuveen Leadership Council – Vince Morris, Bukaty”, features an interview conducted by John Sullivan…
As Good as It Gets: What Advisors Want and Need from 401(k) Fintech
Ask top advisor Dorann Cafaro what she needs from 401(k) fintech firms and recordkeepers and you’ll get a…
Offbeat and Completely Original 401k Enrollment Strategies
Taco trucks. Hammocks. Keg-o-rators. Not exactly the words you associate with increasing 401k participation, but advisor Jason Chepenik…
Design to Double: Effectively Tackling Sales Pipeline Management
The No. 1 distraction for advisors, says Rick Shoff, managing director at Captrust, is their pipeline. Sure, everyone’s…
Rosy Returns: The Case for ESG Factors in Target Date Funds
SRI, ESG, and related strategies no longer sacrifice performance for values, proving critics wrong with strong results.