Browsing Tag
401(k)
3594 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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.
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.…
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 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.
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…
Making a 401(k) List and Checking it Twice
Contact List Cleanup ensures accurate data, boosts deliverability, and helps you start the year with stronger marketing campaigns.
Top 5 Cities to Stretch Retirement Savings
Wait—what’s this? Good news out of Detroit? Sort of. If 401(k) advisors slacked on the job and participants…
How to Deal with Destructive 401(k) Savings Behavior
Retirement savings impact can delay retirements and raise employer costs. Learn how early withdrawals reduce long-term readiness.
Move from Active to Passive Funds Slows in November
Passive fund flows eased in November as investors shifted $16.6B into equity funds, marking a slowdown from October's strong inflows.