Browsing Tag
401(k)
3589 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Echoes of Enron in Recent 401(k) Lawsuit, With A Twist
DST 401k lawsuit claims employees lost $400M from concentrated Valeant stock investments and mismanaged retirement accounts.
Hurricane Irma Victims Receive IRS Tax Filing Help
Hurricane Irma Tax Relief gives individuals and businesses more time with IRS filing extensions and payment deadline postponements.
September 2017 Top Advisor By Participant Outcomes (TAPO)
A 6-Step Process to Hitting the Retirement Bullseye What could be more important than helping people have the…
States ‘Resist’ Trump’s Fiduciary Rule Rollback
First it was government-sponsored retirement plans, now it’s the fiduciary rule. Left-leaning Trump opponents are suddenly finding the…
How to Reach the Next Level in the 401(k) RFP Process
It’s all about the upgrade—house, phone, and sometimes sadly (or not) spouse. It’s human nature to wanna climb…
401(k) Participants Want Fiduciary Advisors, But …
Fiduciary rule fanfare is getting through to the masses, spurring conversations among consumers about what really constitutes credible…
Why We All Love 401(k)s
With the fiduciary rule frenzy and rumored tax reform, a little ‘pick-me-up’ is in order for purveyors of…
How to Survive a DOL Audit
Many businesses put a lot of time and effort into initially setting up company retirement plans. Unfortunately, and…
What, Already? …It’s National 401(k) Day!
National 401(k) Day helps employees save, plan, and achieve financial wellness with tools for a secure retirement future.
What’s the Funding Status of Your Client’s 401k Plan?
In the world of defined benefit (DB) plans, retirement plan sponsors embrace a liability-based framework for measuring investment…