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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Why Small Balance 401(k) Distributions Are Falling Through the Cracks
According to the recently released 2016 Willis Towers Watson U.S. Retirement Governance Survey, a major trend in retirement planning…
August 23, 2016
SunTrust 401(k) Suit Gets Class Action Status
Participants in SunTrust Bank’s 401(k) plan got the okay to proceed as a class with their claims that the…
August 22, 2016
What 403(b) Plan Participants are Doing Right
They’re better than the rest of us in every way. Not only do non-profit organizations and their employees…
August 22, 2016
How to Select the Right Target Date Fund for a Client’s 401(k)
Target date funds have entered their third decade of existence, but what’s made these investment options even more…
August 19, 2016
Morningstar to Launch Broker-Dealer Focused 401(k)
“Offering a retirement plan has never been easier.” It raises the question—for whom? Morningstar said it will launch…
August 19, 2016
Morgan Stanley Accused of 401(k) ‘Self-Dealing’
Open architecture for clients—but what about employees? Morgan Stanley and its board were accused of mismanaging the firm’s…
August 19, 2016
Are 401(k) Advisors on Track With Fiduciary Rule Standards?
Peyton Manning can put it to a jingle. A recently-released survey from Nationwide finds the new Department of…
August 18, 2016
The New York Times Praises Government Run 401(k) Plans
The New York Times editorial board on Monday called California’s Secure Choice Retirement Program “a better way to…
August 17, 2016
Capital One launches Low-Cost, ETF 401(k)
401(k) advisors, listen up—Capital One wants what’s in your wallet. The credit-card giant announced Tuesday that it has…
August 17, 2016
More 401(k) Participants Want a Match Than a Raise
A wake-up call for employers who still refuse to offer a 401(k) plan; American workers value their retirement plans…
August 17, 2016