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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Social Security-Like Estimated Income Statements for 401ks?
To better manage expectations and help workers plan, the Social Security Administration has long provided an estimate of…
Securian to Offer Major 401(k) Financial Wellness Solution
SmartDollar Financial Wellness helps employees cut debt, save more, and achieve lasting financial success with expert guidance.
In Wake of Tax Reform, Compelling HSA Reasons Remain
HSA vs 401(k): Discover how HSAs compare with 401(k)s in tax efficiency, flexibility, and retirement planning advantages.
Millions of Americans Overlook Retirement Savings Tax Credit
Pointing it out might build more trust—and business. A recent study revealed that 64 percent of American workers…
5 Retirement Income Issues Plaguing Baby Boomers
Retirement Income challenges worry Baby Boomers. Discover how guaranteed income products can help secure lasting financial stability.
Fintech Giants Roll Out Digital 401(k) Platform
Digital 401(k) Platform empowers advisors to onboard, manage, and grow retirement plans efficiently with Riskalyze and Vestwell.
Ascensus Announces Major 401(k) Hires
Ascensus channel management strategy grows as Kathleen Roche and Derek Vito join to strengthen advisor and broker-dealer relationships.
Are ‘Record’ 401(k) Balances Awesome or Unsettling?
401(k) balances reached record highs as contributions and strong markets push retirement savings over six figures for many investors.
February Top Advisor By Participant Outcomes (TAPO)
It often starts with a discussion of the 401k, but quickly moves towards other areas of their financial well-being, which our research shows are critically important.
401(k) Trading Goes Haywire With Market Drop
401(k) trading surged as market volatility hit, with investors shifting from equities to fixed income during sharp stock declines.