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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
New ‘Plan’ to Calm Fiduciary Rule Angst
With the impending date of the DOL Fiduciary Rule less than six months away, industry heavyweights SEI Advisor…
November 1, 2016
Top 5 Most Trusted Investment Managers in 401(k) Industry
Maybe it’s the name. American Funds takes the top spot as the most trusted investment manager among 401(k)…
October 31, 2016
What happened with 401(k) Saving in the First Half of 2016?
401(k) participants stayed the course in 2016, continuing contributions and keeping withdrawals low despite global market uncertainty.
October 31, 2016
401(k) Plan Sponsors from Mars, Participants from Venus
Many employers want to provide 401(k) plan options for employees to help them save towards an affordable quality of life in retirement.
October 31, 2016
Why Strategic Beta is Right for 401(k)s (and Vice Versa)
401(k) fee pressure may cause more active managers to look to strategic beta strategies in order to keep…
October 29, 2016
401k Fail? Women Pre-Retirees Worse Off than a Generation Ago
Women 401k participants in their 50s are more “financially fragile” than they were just one generation ago, according…
October 29, 2016
ETFs Continue their Climb, But When Will they Hit 401ks?
While more than two-thirds of advisors expect to increase their use of exchange traded funds (ETF) in the…
October 28, 2016
Tony Robbins and Surrender Fees — Really?
Whatever the advisor’s personal bias for or against Tony Robbins, he’s making a splash in the 401(k) space,…
October 26, 2016
How Will 401(k)s Perform Over the Next Decade?
An accurate reflection of the New Normal, or another pessimistic 401(k) prediction destined to pass? “Portfolios dominated by…
October 26, 2016
How to Transition from 401(k) ‘C’ to Fee
Will the 401(k) to IRA rollover tsunami ever reach shore, or will the DOL’s fiduciary breakwater slow it to…
October 25, 2016