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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
401(k) Audits Skyrocket in Past Two Years
What’s eating at employers? 401(k) plan sponsors rank investment volatility, benefit costs and regulatory compliance as their top…
‘401(k)-Like’ Plans in Higher Education: A Growing Opportunity
Smarty-pants professors might benefit from a “401(k)-like plan,” research from Cerulli Associates finds, further opening defined contribution plans—or…
MassMutual Expands 401(k) Market Presence with Metlife Advisor Purchase
The industry awoke to hangovers, spent fireworks and MassMutual’s acquisition of MetLife’s U.S. retail advisor force—the MetLife Premier Client…
Hillary Clinton’s Big, Bad 401(k) Brexit Behavior
It’s an election year, and we’re not naïve—but it would be nice if just once (once!) politicians didn’t…
M&A Alert! Guardian Sells 401(k) Business to Ameritas
Guardian gets out (of the 401(k) business—that is). Lincoln, Nebraska-based Ameritas Life Insurance announced Thursday that it has signed…
Implications from ‘Brexit’ and Beyond
On Thursday, the citizens of the United Kingdom (UK) voted to leave the European Union (EU). The markets…
401(k) Robo-Advisor Betterment Halted Trading During Brexit: WSJ
Our robot overlords won’t be pleased. The Wall Street Journal reports that high-profile 401(k) robo-advisor Betterment, described as…
Fidelity Goes All Vanguard, Lowers Expenses on 27 Funds
Another skirmish in the fight for low fees has Fidelity Investments reducing total expenses on 27 of its equity…
Pershing on a 401(k) Recordkeeping Roundup
Pershing LLC has doubled the number of 401(k) recordkeepers on its Retirement Plan Network in the past year, adding…
401(k) Investment: Will Active Managers Turn the Tide?
Active funds skid while passive funds surge, fueling the age-old and (seemingly) never-ending passive vs. active investment debate.…