Browsing Tag
401(k)
3592 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
401k Fiduciary Rule ‘Hostile Takeover of Financial Industry by Lawyers’
Ask Charlie Epstein about the fiduciary rule, and expect an earful. Epstein, America’s self-proclaimed 401k Coach, estimates that…
3 Marketing Tips to Take 401(k) Advisors to the Next Level
Boost Your Advisor Business: Rebecca Hourihan's Top 3 Marketing Tips for 401(k) Advisors Aimed at Elevating Your Practice to New Heights.
A New Record for 401(k) Assets?
401(k) assets continue their climb. The Investment Company Institute put the latest tally at $4.9 trillion. Overall, total…
401(k) Advisors Set to ‘Excel’ in Las Vegas
Put a bunch of 401(k) advisors together in a room and they’re bound to have fun—even in a…
How to ‘Fix’ Low 401(k) Participation Rates
“Even the most sophisticated providers are focused almost exclusively on retirement readiness, with an emphasis on education and…
Biggest Barrier to Beginning 401(k) Benefits?
Try and figure this one out—a perceived lack of savings prevent people from saving. It therefore follows that…
Top 401(k) Prospect-to-Client Conversion Techniques
Retirement plan advisor strategies that win clients through trust, personalization, fiduciary focus, and regulatory preparation.
401k Technology Freak-Out: What’s Next For Advisors?
Are 401(k) participant websites obsolete? As preposterous as it sounds, there’s precedent for asking. Moore’s Law marches on,…
‘Most Powerful Tool to Get 401(k) Participants to Act’: Behavioral Expert
Too often, employees don’t seem to read and act on requests from HR and their retirement team. I…
Hype or Help: Where Target Date Funds Fit With Future 401(k) Outcomes
As with anything that experiences explosive growth in a relatively short period of time, they’re not without controversy.