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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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
Swisher, Roberts Joint Venture Launches its First PEP
A key differentiator is that employers retain the exclusive right to hire investment professionals of their choosing
Senate Introduces SECURE 2.0-Like Retirement Bill
The Senators said they’ve worked with colleagues for months to develop the 'broad, bipartisan retirement package'
New Book Tackles Obstacles Senior Women Face in Retirement
Financial planners and authors Eleanor Blayney and Marjorie Fox say they want to help women better navigate “sunset years”