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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
SEC Proposed Rules Aim at ESG ‘Greenwashing’
The SEC said the proposed amendments would require funds and advisors to provide specific disclosures in prospectuses
CAPTRUST’s Mike Webb on Toxic Phrases to Avoid and a Surprisingly Successful Niche
We all know the dangers of using too many industry buzzwords, but Mike Webb of CAPTRUST found some surprises when doing his own research.
3 Takeaways from Forbes ‘Best Places to Retire in 2022’
Forbes considered more than 800 U.S. cities and towns for its latest list of the “best places to retire,” and narrowed it down to 25. Here’s what we found interesting about their choices
Form 5500 Changes Announced by Department of Labor
Filings for the 2022 plan year generally are not due until seven months after the end of the plan year
401(k) Portability in Four Movements: Case Study
Delivering more 401k portability would be music to participants' ears
Fixing the ’40’ in Defined Contribution Plans
'Gone are days when a 60/40 portfolio provides investors with adequate risk and returns'
Tesla Cut from S&P ESG Index, Prompting Elon Musk Fury
Musk is the second billionaire in as many months to criticize ESG
Forever Fiduciary: Blaine Aikin’s Take on Where We Are
While fiduciary advocates are frustrated with the slow pace of regulatory adoption, he preferred to focus on how far they’ve come
How Much Has Been Lost in 401(k)s?
A snapshot of recent investment performance
Hawaii Approves State-Run IRA, but Minus Auto-Enrollment
Curious decision means enrollment in the new program will be voluntary