Browsing Tag
401(k)
3591 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How many Investors Really Support the Fiduciary Rule?
The DOL had the public on its side as it released its long-awaited and debated proposed fiduciary rule on…
Uncashed 401(k) Checks: An Issue that’s Gaining Attention
Until recently, uncashed distribution checks were thought to be a relatively minor issue for retirement plans. As James…
Protecting 401(k) Retirees from the Ravages of Bear Markets
When one compares and contrasts the risks and returns of several investment options, it is usually conducted in…
Jerry Schlichter Video Interview: 401(k) Plan Sponsors, Advisors and their Fiduciary Duty
The video titled “Jerry Schlichter Video Interview: Plan Sponsors, Advisors and their Fiduciary Duty” discusses the perspectives and…
California Moves Closer to State-Run 401(k) Plan
California has taken a step closer in instituting a state-run retirement plan. The Los Angeles Times reports a…
401(k) Impact Investing Market Bright: Cerulli
It’s tailored-made for millennials and their 401(k)s, but so far only a small percentage of asset managers have…
Why 401(k) Plan Reviews Miss the Mark
Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many…
How Have 401(k) RFPs Changed?
How have RFPs changed over the past five years? National Association of Plan Advisors (NAPA) surveyed members last…
401(k) Rollovers: What to do With Company Stock?
As plan participants have become more knowledgeable about the importance of asset allocation and diversification, the percent of…
401(k) Confidence Up, Preparation Down
Does simply saying it make it so? In a classic bit of American overconfidence, workers are for the…