Browsing Tag
401(k)
3587 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse
Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement.
90-Year-Old Morgan Stanley Advisor Allegedly Shoots Business Partner
The victim was transported to a local hospital expected to survive
The 401(k) as an ‘Asset Magnet’: Helping to Avoid Rollover Ripoffs
Features of specific value to active and term vested/retired participants include ...
How Consistent 401(k) Participation Pays—Big: Study
'The compounding growth and upward trends we observed shows the benefit of staying the course in 401k plans'
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401(k) Participants
The actual numbers are eye-popping
July Top Advisor by Participant Outcomes (TAPO)—Grant Arends
GRANT ARENDS WAS refreshingly blunt when revealing the super-simple secret to high participant utilization for worksite financial planning.…
A VERY Scary Case of 401(k) Participant Theft
They added a bank account belonging to another individual without the victim’s knowledge or authorization
State-Run IRAs Are Similar, and Suboptimal: Opinion
The state-sponsored CalSavers completes its implementation process this week when all employers of five or more employees must comply.
Advisors Unprepared for New 401(k) Rollover Rules
'A rollover recommendation has to be disclosed as a conflict of interest,' says ERISA expert Fred Reish
Want to Build a Successful 401(k) Business? It’s Not Complicated
It’s a recipe for lasting 401k success and true career fulfillment