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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
3 Leadership Qualities Essential for 401(k) Advisor Success
Gotta love Jeff Cullen’s proverbial kick in the pants, something 401(k) advisors all too often forget. “Quit ‘getting…
May 2018 Top Advisor By Participant Outcomes (TAPO)
Learn how a hospital improved its retirement plan participation rate and prepared employees for retirement in this successful case study.
What The SEC’s Proposed Rule Means For 401(k) Plan Sponsors
Anyone who hoped the Securities and Exchange Commission (SEC) might do the right thing and issue a uniform…
The No. 1 Ingredient in Successful 401(k) Marketing: Fi360 Annual Conference
How does your 401(k) marketing stack up against the competition? In a “highly interactive experience” at Fi360’s annual…
How Long Do Americans Expect to Work?
Over half of U.S. workers ages 60 and older aren’t planning to hang up their hats anytime soon,…
How ‘Mega Roths’ Help 401k Plans
Do you have plan sponsor-clients who want to allow participants to contribute more Roth monies to a defined…
IRS Clarifies Health Savings Account Contribution Limits
A bit of confusion was cleared by the IRS on Thursday with its announcement that the maximum deductible…
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger
Financial Engines, which claims to be America’s largest independent investment advisor and was founded by Nobel Prize-winning economist…
Wells Fargo Investigated By DOL Over 401(k) Rollover Practices
The Labor Department is looking into whether Wells Fargo & Co. has steered participants in low-cost corporate 401(k)…
How to Win on Paper But Lose a 401(k) ‘Finals’ Presentation: Fi360 Annual Conference
Learn how to win as a 401(k) adviser by focusing on key areas and being prepared for questions and challenges from plan sponsors.