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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Who Do 401(k) Participants Look to for Financial Education? (Hint: Not Who You’d Think)
Important tip; don’t listen to drunk Uncle Joe when deciding on your (or your client’s) financial future. The…
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
Why 401(k) Provider Aspire is Feeling So Calm
A better mousetrap, outside the box, win-win; if the latest term to enter the business lexicon catches on…
Fiduciary Expert Reish’s Take on DOL ‘Duty to Monitor’
We don’t know if they’re gems, but they’re certainly hidden, and fiduciary giant Fred Reish is out to…
Dems’ Hedge Fund Hell for Retirement Savings
Zut Alors! Rhode Island, the smallest state in the Union with a penchant to screw up big, has…
Do Employees Love Their 401(k) Plans?
401(k)s get to sit with the cool kids; they’re really popular. In fact, a recent survey finds the vast…
401(k) Advisors: 3 Ways to Differentiate Yourself in the Fiduciary Rule Regime
ATTENTION 401(k) PLAN ADVISORS: With the finalization of the conflict of interest rule, you just lost a major…
RIA Fail? Wirehouses, Banks Control Three-Quarters of All High-Net-Worth Assets
The word on the benefits of the independent RIA channel is having trouble getting out, as wirehouses and banks control…
The Top 401(k) Specialist Under 40: Alex Assaley’s Keys to Success
Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference: For…
2016 401(k) Summit: Small Business 401(k) Plans Score Major Win
American Retirement Association CEO Brian Graff called attention at the organization’s 401(k) Summit to a major win that…