Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
4 Steps to a Successful 401(k) Brand Audit
‘I can’t believe we lost out on this 401k plan!’ It’s what one advisor told me about a…
December 29, 2017
Troubling 401(k) Trend for Hispanic Workers
Less than 10 percent of small business workers in the five top Hispanic metro areas of the United States have…
December 28, 2017
Fake News Hits Fiduciary Fight
Fake fiduciary rule comments raise concerns as investigative reports uncover fraudulent postings on federal websites.
December 28, 2017
How to ‘Retarget’ Your 401(k) Brand
Retargeting is a form of digital marketing by which online advertising is targeted to consumers based on their previous…
December 28, 2017
How Did 401(k) Assets Fare in Third Quarter?
A booming economy in part contributed to a further rise in 401(k) balances, as well as retirement assets…
December 27, 2017
This Guy’s Coming for Your 401k Business
Here’s your newest threat. Tom Zgainer has identified and deftly exploited certain areas of 401k advisory failure, yet…
December 26, 2017
Did Retirement Policy Politician (Really) Misread This Editorial?
Depending on whom you believe, Sen. Orrin Hatch, R-Utah, was either very confused or playfully quick-witted. Hatch, the…
December 26, 2017
‘Missing’ 401(k) Participants Get Some Serious Help
Missing Participants Program helps connect workers with abandoned 401(k) savings as PBGC expands efforts to protect retirement benefits.
December 26, 2017
Are Target Date Funds Missing the Mark?
Without a doubt, target date trends are headed (sharply) north. Target date mutual fund assets grew almost 5…
December 22, 2017
A Bunch of Reasons to Use More 401(k)Fintech
401(k) advisor technology boosts growth, client value, and satisfaction through data-driven tools and innovation.
December 21, 2017