Browsing Tag
401(k)
3587 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
5 Reasons Why the New 401(k) Auto Portability Bill is So Important
The proposed legislation represents the culmination of years of bipartisan support in Congress
Worker Financial Wellbeing is Deteriorating
Among workers earning $100,000 or more, the number of employees living paycheck to paycheck doubled from 2019
Investors Interested in ESG, but Education Lacking
A new report from Betterment says that investors are interested in ESG options, but need additional resources
Are 401(k) Participants Starting to Crack?
401(k) volatility shouldn’t impact long-term investing decisions, even with active but cautious trading activity shifting into fixed income.
401(k) Participants Stay Focused During Recent Turmoil
Levels of hardship withdrawal activity also remained low
$10.4 Trillion Up for Grabs as Advisors Retire
Practices considering internal succession should embrace the concept of shared equity ownership
Making Sense of Market Crashes for Younger 401(k) Participants
Their greatest asset is time on their side
Senate Rejects EBSA Nominee Lisa Gomez in Close Vote
To complicate matters further, Majority Leader Chuck Schumer voted against the nomination
SageView Acquires Cash Balance Firm kPlans
Wise Rhino Group served as an advisor to kPlans. The terms of the transaction were not disclosed.
IRS Announces ‘Pre-Audit’ Retirement Plan Pilot Program
The IRS will determine whether to issue a closing letter or to conduct a limited or full scope audit