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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Don’t Get Burned: Six 401(k) Fiduciary Items to Closely Watch
When I was a teenager, we were told that cracking our knuckles will cause arthritis; it doesn’t. We…
November 28, 2016
5 Frustrating Facts About Female 401(k) Fund Managers
The number of women in the 401(k) industry specifically, and financial services overall, is frustratingly low. A new…
November 28, 2016
More Bad News for Variable Annuities in Wake of DOL Fiduciary Rule
Variable annuities will continue to feel the negative effects of the Department of Labor’s (DOL) Conflict of Interest Rule,…
November 28, 2016
GAO Report Slams ‘Costly’ 401k Vesting Policies
A survey of company 401k vesting policies and schedules by the Government Accountability Office (GAO) finds outdated rules that…
November 23, 2016
A Way Back for Active Management 401(k) Flows?
Europe is where it’s at. Wait …what? Just months after the Brexit shock, active mutual funds focused on…
November 22, 2016
Calls Quickly Grow to Kill 401(k) Fiduciary Fiat
Momentum is heading in one direction, but whether it will be enough is yet to be seen. Rep. Jeb…
November 18, 2016
Wait …What? 401(k) Savers Take on More Risk for Same Return
Callan Associates is out with surprising new research that finds that 401(k) savers and investors must take on…
November 17, 2016
DOL and 401(k) Issues Under Trump: What Happens Now?
In an outcome that very few predicted, President-elect Donald Trump built a coalition of voters that outperformed polling…
November 16, 2016
Manning & Napier Launches ‘Evolutionary Fiduciary’ Campaign
401k advisors certainly have their pick when choosing the resources to deal with the DOL’s fiduciary rule. Manning…
November 15, 2016
5 Choices for Trump with 401(k) Fiduciary Rule
Having campaigned on a platform opposed to what he described as 'job-killing regulations,' President-elect Trump is expected by some to take action.
November 15, 2016