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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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'
July 5, 2022
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401(k) Participants
The actual numbers are eye-popping
July 1, 2022
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.…
June 30, 2022
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
June 29, 2022
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.
June 29, 2022
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
June 28, 2022
Want to Build a Successful 401(k) Business? It’s Not Complicated
It’s a recipe for lasting 401k success and true career fulfillment
June 27, 2022
Seniors Aren’t Saving: A Third of Women Have Less Than $10K For Retirement
"We are at a crisis point now, and it will worsen unless we take drastic steps..."
June 21, 2022
ESG Out! Sustainable Funds Lose Assets in May
'Not a huge surprise to see some redemptions, says Morningstar's Ptak
June 20, 2022
Senate Version of SECURE 2.0 Set to Move Forward
This bill would increase the RMD age to 75
June 20, 2022