Browsing Tag
401(k)
3589 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Envestnet Advisor Summit 2016: How Much is an Advisor Really Worth?
How much is an advisor really worth? Do they really add enough value to justify their fees? It’s…
May 19, 2016
Envestnet Advisor Summit 2016: What is the Role of the Essential Advisor?
“What is your specialty?” “We’re good at Social Security planning.” “What are you focusing on now?” “We’re really…
May 18, 2016
Envestnet Advisor Summit 2016: Bergman Channels Kasparov
Jud Bergman channeled chess great Garry Kasparov to kick off Envestnet Advisor Summit 2016 in Chicago on Wednesday…
May 18, 2016
Teresa Ghilarducci: 401(k) an ‘Immature, Underdeveloped Child’
Teresa Ghilarducci doesn’t like 401(k)s, and the DOL’s fiduciary rule does little to mitigate her distaste. The professor…
May 17, 2016
Why is Jim Cramer ‘Mad’ About 401(k)s?
You mean the 401(k) isn’t an absolutely perfect retirement savings vehicle? Shocked! First Suze Orman and now this…
May 16, 2016
What 401(k) Advisors Need to Know About Capital Preservation Options
The Securities and Exchange Commission (SEC) has ratified changes to Rule 2a-7, overseeing money market funds, initiating a…
May 13, 2016
What’s Just Over the Horizon in 401(k) Innovation?
This is a short interview titled “Innovation in 401(k) Retirement Planning – Rachel Weker,” published by 401(k) Specialist…
May 12, 2016
How to More Effectively Use Big Data to Serve 401(k) Participants
Data is integral to every aspect of retirement. The plan sponsor, the advisor, the record keeper, and the…
May 12, 2016
Despite Reform, Asset Managers Deliberately Confuse Clients
One step forward equals two steps back. While our colleague Terry Dunne argues in nearby pages that there’s much…
May 11, 2016
What We Can Learn from the Brits’ Retirement ‘Scheme’
The United States 401(k)-style defined contribution (DC) system is large by global standards, but most in the industry…
May 10, 2016