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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Tony Robbins, Tom Zgainer Launch 401(k) Fee-Transparency Website
Tony Robbins continues his trek for 401(k) fee transparency. America’s Best 401k, of which Robbins is partner and…
It’s National 401(k) Day!
Where did the year go? It might not have the taste of National Hot Cross Bun Day or…
401(k) Advisors Should Vote for this Candidate
It’s not an endorsement, but if you’re a 401(k) advisor, you want Hillary Clinton to win, at least according to…
DCIO Growth Flatlines in 401k Space
Just how fast is the transition from asset accumulation to distribution (or decumulation) occurring? Growth in the defined…
Pennsylvania to Seize ‘Abandoned’ Retirement Accounts
It seems 401(k) auto-portability protection came just in time, as state encroachment into the retirement savings space continues. Pennsylvania…
IRS Loosens 401k Loans, Hardship Withdrawals for Louisiana Flood Victims
The IRS announced that it is relaxing loan and hardship withdrawal rules from 401(k)s and similar employer-sponsored retirement…
401(k) Confidence a Matter of Education, Not Resources
The link between understanding key retirement planning principles and retirement confidence holds true for people at all income levels.
Pershing to Offer New ‘Fiduciary Friendly’ Funds
Clearing and custody heavyweight Pershing announced Monday that it will offer new mutual funds and exchange-traded funds (ETF)…
How the Candidates View the 401(k) Fiduciary Rule
DOL fiduciary rule faces political battles as Republicans oppose costs while Democrats push for stronger investor protections.
IRS Details Waiver of 60-Day 401(k) Rollover Rule
IRS and helpfully—call it the Seventh Sign of the Apocalypse. The IRS has “helpfully” detailed a self-certification procedure…