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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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
Senate Confirms Rutledge to Key Department of Labor Post
On Thursday, the full Senate confirmed Preston Rutledge to serve as Assistant Secretary for the Employee Benefits Security Administration.…
December 21, 2017
6 Arguments for Active Management in 401(k)s
A passive investment management approach is appropriate for many 401(k) plan participants. But indexing isn’t right for everyone.…
December 21, 2017
December Top Advisor By Participant Outcomes (TAPO)
Forget fiduciary—for Todd Timmerman and his team at Retirement Plan Analytics, it all about stewardship and financial wellness. Here's why.
December 20, 2017
401(k) Participants Keep Calm as Markets Skyrocket
Trump and tax bills apparently had little impact on trading among 401(k) and defined contribution plan investors, as…
December 20, 2017