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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What Happened With February’s 401(k) Activity?
401(k) trading activity fell to its lowest level since 2016, with February showing no days of above-normal trading.
Yogi Berra’s 5 Fundamental Lessons About 401(k) Plan Sales
Yogi Berra, the Yankees’ legend and Hall of Fame catcher, once described the loss of an important game…
How to Change the 401(k) Financial Wellness Conversation
The most effective financial wellness program is one that starts with basics, and includes living within means, controlling expenses, & more.
Braindead Dems Strike 401(k) Fear: Opinion
Illinois pension debt crisis deepens as state pushes a mandatory IRA plan while lawmakers focus on zombies over finances.
Is 401(k) Financial Wellness a Waste of Time?
Over the past three years, I have had the opportunity to speak in front of hundreds of advisors…
Make 401(k)s Great Again: Top Trump Advisor Scaramucci Sounds Off
Anthony Scaramucci navigates Trump's administration and challenges, questioning the DOL fiduciary rule's impact.
How 401(k) Advisors Protect Themselves from Risk
Under the pending DOL fiduciary rule, any perceived recommendation for how to treat money rolling out of a…
Don’t Get Burned: Marcia Wagner’s Top 401k Regulatory Risks
401k Tax Status Legislators and policymakers know the amount of tax revenue forgone from 401k plans is extremely…
When and Why Most Workers Choose to Retire
We don’t like change, even if its change we’ve looked forward to for years, and it applies to retirement. A new study reveals why.
How to Have Productive Discussions About Portfolio Risk
Market Crash Risk is often overlooked by advisors, yet knowing potential losses helps investors prepare for future downturns.