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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
‘Top Advisor by Participant Outcomes’ Revealed: 2017 Excel 401(k)
Top Advisors by Participant Outcomes (TAPO), highlighted monthly by 401(k) Specialist, were celebrated at Excel 401(k): The Advisors’…
Why Financial Wellness is Not a Waste of Time: 2017 Excel 401k
Financial wellness is one of the hottest of hot topics and Mark Singer, CFP was sure to raise…
Retirement Plan Industry Frets Over Rumored Pre-Tax Contribution Cuts
Financial industry advocacy groups are worried over reports of major cuts to pre-tax retirement plan contribution limits, including 401(k)s.
Major Retirement Trouble on the Horizon: GAO
Traditional “three-legged stool” of savings, including Social Security, employer-sponsored plans and individual savings, might not be enough.
Americans Want Annuities (Wait, What?) in Retirement Plans
Only a third of workers have access to retirement plans that offer a “secure income stream for life,”…
What to do About Missing 401(k) Participants
Missing participants create challenges for plan sponsors. Learn strategic solutions to improve retirement savings and participant outcomes.
Why 401(k) DCIO is (Supposedly) Doing So Well
Little surprise—investment managers are benefiting from stronger asset growth and improving sales in the defined contribution investment-only (DCIO)…
Women Project Investment Confidence, Receive Condescension
“Don’t you worry your pretty, little head.” It’s an attitude far too many women still (still!) receive when…
Here’s What Retirees Want 401(k) Participants to Know
Retirement expenses planning helps avoid unexpected costs and builds confidence for a secure retirement lifestyle.
The Single Biggest Impediment to 401k Financial Success?
Have you ever thought about the single, biggest obstacle to the success of plan participants in meeting their…