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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Empower’s Ed Murphy Calls for Unity, Focus at 401(k) Conference
Ed Murphy isn’t going to take it lying down. Despite criticism of the 401(k) savings vehicle, most recently…
5 Reasons to Be Optimistic About the 401(k) Advisor Space
What’s ahead for the retirement advisor space? Opportunity, if recent IMCA research conducted in conjunction with Cerulli Associates is…
Low-Fee Focus Spurs 401(k) Business Model Innovation
Forty-year industry veteran Scott MacKillop (you read that right) is on a mission to disrupt the 401(k) and…
401(k) Fight! ‘America’s 401(k) Coach’ Rips John Oliver Over Retirement Plan Slam
Leave it to Charlie Epstein to take issue when his 401(k) industry is attacked. The object of his ire this week is…
401(k) Fee Fighter Jerry Schlichter Settles Another Case
Notch another win for star attorney Jerry Schlichter. The nemesis of Boeing, Lockheed Martin, Edison International and the…
Equity Loses, Fixed Income Gains on Brexit Possibility
Fears across the pond have fixed income funds flying high. Research behemoth Morningstar reported U.S. mutual fund and exchange-traded fund (ETF) asset…
Nine Out of 10 Workers Save When Offered a 401(k) Plan
Hey, this 401(k) thing might actually work! A new report from Transamerica Center for Retirement Studies finds that the…
Why 401(k) Advisors Should Have a ‘Connected Financial Network’
How does rising healthcare costs affect retirement savings? Can technology help? Advisors should consider the components of a…
Why Emphasize 401(k) Financial Wellness?
Financial wellness programs ease stress and help employees better manage money, leading to smarter 401(k) plan participation.
How 401(k) Advisors Can Effectively Offer 3(16) Services
Imagine you are fortunate enough to receive a referral for an employer who is struggling with 401(k) administrative…