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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Millennials Know Saving, But Not Investing
Millennial money habits reveal a focus on saving over investing, leaving many unsure about building wealth and future financial security.
What Issues Are Top 401(k) TPA JD Carlson Grappling With?
More fun with 401(k)s at the Fi360 conference in San Diego. The video is a short interview conducted…
The Intersection of Three Fiduciary Standards of Care
Jason Roberts from Pension Resource Institute explains the three fiduciary standards of care, tracing their origins back to 1975.
Shock (Not)! Americans Aren’t Proactive About Retirement Savings Shortcomings
The vast majority of Americans have some serious concerns about retirement—and they should, considering many have little to…
Is Your 401(k) Plan Ready For Rising Interest Rates?
While interest rate and economic cycles can be difficult to predict, it’s important for both plan sponsors and plan participants to understand the potential effects of rising interest rates.
Smaller 401(k) Sponsors (Still!) Struggle to Understand Fees
Morningstar, Investment Company Institute and a plethora of other recent reports point to lower investment fees overall in…
New 401(k) Fintech: CataMetrics, Riskalyze Join Forces
Fintech firm Riskalyze and white-labeled portfolio provider CataMetrics Management announced yesterday that they are teaming up to deliver…
How Did Target-Date Funds Fare in 2017?
Record flows paired with positive returns lifted assets in target-date mutual funds above $1 trillion last year, in…
DOL Announces Fiduciary Policy After Bombshell Ruling
The Department of Labor will not pursue prohibited transactions claims against fiduciaries “who are working diligently and in…
Employers Embracing Financial Wellness at Impressive Pace
Financial wellness programs boost employee satisfaction, retention, and productivity while helping employers strengthen benefits packages.