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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Worth Remembering: What Happened to 401(k) Balances After Obama’s Election?
Call it predictable commentary on a very unpredicted election outcome. The Wednesday morning-after polling drama featured euphoria, heartbreak,…
November 9, 2016
Capital Preservation: 7 Important Features for 401k Advisors
401k advisors have varying opinions and approaches when it comes to fund selection for the capital preservation investment…
November 8, 2016
Generation Z Steps to the 401k Plate
Discover Gen Z financial future trends, optimism, and concerns about saving, investing, and preparing early for retirement.
November 8, 2016
Investors Flee Funds Ahead of Election Day
Reuters reports that jittery investors (and voters) fled U.S.-based stock and bond funds, finding refuge in cash ahead of the U.S. presidential election.
November 7, 2016
6 Key Points About Managed Accounts in 401(k) Plans
Target date and target risk get all the glory, but don’t ignore managed accounts in 401(k) plans, according…
November 7, 2016
Is Regulation Driving Innovation in 401(k) Fee Models?
Flat Fee Asset Management helps 401(k) investors save with household pricing, offering affordable, client-first investment services.
November 4, 2016
What’s Happening with Average 401(k) Account Balances?
The average 401(k) account balance rose for the second straight quarter, up 2 percent in the third quarter…
November 2, 2016
Does a Simple 401k Portfolio Mean a Better 401k Portfolio?
As 401(k) advisors know (hopefully), the market for financial advice is undergoing a dramatic change due to factors…
November 2, 2016
SkyBridge’s Scaramucci Slams Fiduciary Rule, Elizabeth Warren
It’s safe to say “The Mooch” doesn’t think much of Elizabeth Warren. “She’s the one person in Washington…
November 1, 2016
Forget the 401(k): Life Expectancy Falls
Declining US life expectancy report shows shorter lifespans and impacts on pensions, according to the Society of Actuaries.
November 1, 2016