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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.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 Benchmark 401(k) Participant Outcomes
Interview with Kathleen Kelly on retirement plan strategies, focusing on participant outcomes, auto features, and financial wellness.
Understand 401(k) Plan Expenses to Yield Fitting Benefits
The recent barrage of litigation and emerging regulations pertaining to retirement plan fees has put 401(k) plan sponsors…
Get to Know Stable Value Funds (Again)
Stable Value Funds offer principal preservation, liquidity, and attractive yields for retirement and savings plans.
“Millennial Retirement Dreams: Early Retirement and Millionaire Goals
Searching for some optimism? Millennial retirement hopes might be hogging it all. The average Millennial expects to retire…
How to Create a Competitive 401k Advantage Through Adaptive Selling
The boardroom is where adaptive selling happens. Multiple finals presentations will be delivered to the committee, including your…
How Well Do 401k Plan Sponsors Understand (and Prioritize) Retirement Risk?
A new survey finds plan sponsors are most concerned about participants’ longevity risk, as well as their ability…
Even High-Earners Seek Handouts to Rescue Finances
Reliance on inheritance is rising among mass affluent Americans, highlighting the urgent need for financial wellness and planning.
What Are the Absolute ‘Must Haves’ in 401(k) Plan Design?
Discover how 401(k) participant outcomes improve through automatic enrollment, contribution escalation, and strategic plan design.
Is ESG Investing Bunk? Yes, New Paper Finds
Two top economists are out with new information regarding environmental, social and governance initiatives (ESG) that is sure…
New Financial Wellness FinTech Incorporates Artificial Intelligence
Financial wellness is top-of-mind. Both employers and employees are asking for it, and in response, the industry is…