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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
University Battles Back in Retirement Plan Fee Fight
Northwestern University – 1, Jerry Schlichter – 0 The prestigious Chicago-based university was able to fend off a…
Retirement Savers Seek ‘Safer’ Investments
More Americans say they are okay with riding out market waves than in the past, new data found.…
Social Security Fail: Americans Don’t Know the Basics
Depressing, discouraging, damaging—pick a word to describe the following findings from MassMutual. The financial services giant recently administered…
Why We’re Back to ‘Square One’ With 401(k) Fiduciary
Fiduciary responsibilities in financial services, with insights from Dick Friedman on risks, roles, and retirement plan management.
7 Characteristics of Top-Notch Advisors
Caveat emptor is a common Latin phrase meaning “buyer beware.” Now that it appears that the decision striking…
Give Grads the Gift of Financial Health
Graduation ceremonies and celebrations are in full swing. Mulling over what to give your favorite grad? Millennials have…
June 2018 Top Advisor by Participant Outcomes (TAPO)
A 401(k) Blockbuster You can watch a movie on any small-screen you happen across. Going to the theater…
What Are the Keys to 401(k) Advisor Success?
401(k) Advisor Success tips from Todd Kading on fiduciary duty, client strategies, and innovation for better retirement outcomes
Design to Double: Stay Distraction-Free and 401(k) Focused
Squirrel! It’s one of my favorite scenes from the movie Up. The dog is “speaking” with Carl, played…
Who Benefits Most From Financial Wellness Programs?
It’s working! Employees who regularly use financial wellness tools year after year are improving their money situations, new research…