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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What Is ‘Top Advisors By Participant Outcomes’ (TAPO)?
Successful participant outcomes are the only true measurements of retirement plan (and therefore retirement advisor) success. If plan…
Trump Officially Kills City-Sponsored Retirement Plans for Private Sector Workers
President Trump made it official on Thursday by repealing Obama-era legislation meant to auto-enroll private sector workers in…
Does Your 401(k) Marketing Effort Help or Hurt Your Brand?
“I sold a 401(k) plan sponsor with a napkin.” In a recent conversation, a very experienced retirement plan…
DOL in Open Revolt Over Fiduciary Rule Delay
Russia, immigration, health care—Trump has bigger fish to fry, so don’t expect much movement with the fiduciary rule one way…
What An Examination of 52,000 Retirement Plans Found
Retirement plan fee savings analysis shows participants could cut costs by .25% annually without sacrificing performance.
Another (Big) Reminder of Why We Like 401(k)s
UK pension age rise may come sooner, forcing millions to work until 68 after a shock review of the retirement system.
A Surprising 401(k) Defense From an Unlikely Source
401(k) system working well, says Mother Jones, defending flexibility against Wall Street Journal concerns over retirement leakage.
Can 401(k) Financial Wellness be Effectively Graded?
Interesting idea, and Boston-based investment big Fidelity Investments is going to try. It’s out with its Fidelity Financial…
How Confident Are Americans About Retirement in 2017?
Forget your wallet, what’s in your 401(k)? Bank and credit card giant Capital One finds that Americans continue…
Why Cash Balance Plans Make Sense in 401(k)s: 2017 NAPA 401(k) Summit
Steve Sansone with Kravitz makes the case for cash balance plans, and why they're particularly relevant now.