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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Regulator Galvin Investigates Wells Fargo’s 401k Rollover Recommendations
The hits keep happening. Massachusetts Secretary of Commonwealth William Galvin has opened an investigation into Wells Fargo Advisors,…
401k Fail: Why Are Women Underrepresented, Even as They Outperform?
It’s International Women’s Day, so what better time to highlight women’s performance in the asset management industry? A…
U.S. Workers Look to Employers for Financial Advice
When a doctor writes a prescription, they advise patients what to do with it. If employers are doling…
Plan Sponsors Fail to Find 25 Million 401(k Accounts
Between 2004 and 2013, plan sponsors failed to connect approximately 25 million retirement accounts with their employee owners.…
Should 401(k) Advisors Use Fixed Indexed Annuities?
It’s no secret—401(k) advisors aren’t exactly annuity fans. But new research from a very reputable source might have…
Envestnet, Advisor Group Team for Major 401k Practice Management Play
Broker-dealer behemoth Advisor Group announced Tuesday it’s launched of Retirement Plan Central, a “comprehensive practice management platform for…
Focus on Income for Better 401(k) Outcomes
The firm’s leaders believe America’s retirement plan system is failing and needs a makeover. Outcomes are not what they should be, in their view, because the industry is not focusing on income.
A Simple Solution to Protect 401(k) Plan Participant Assets
Vantage Benefits Administrators, a Dallas-based “TPA, recordkeeper and professional fiduciary” and subject of an FBI raid in October amid fraud…
401(k) Advisor Succession Plans are a Mess—It’s a Problem
By now it’s cliché—the 401(k) advisor industry is overwhelmingly male, pale and stale. The average age of 401k…
401k Conflict—Workers Confident, Employers Concerned
Is there an employer-employee retirement perception gap? Apparently so, if a new survey is any indication. While strong…