Browsing Tag
401(k)
3594 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Bill to Create ‘Starter 401(k)s’ Introduced in Senate
“Starter-K Act of 2022” that would create streamlined “starter” defined contribution plans for small businesses “enthusiastically” supported by American Retirement Association
401(k) Auto Portability Featured in Senate HELP Committee Hearing
'Auto portability changes helps demographic groups most adversely affected by cash-out leakage'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
New Fiduciary Best Practices for Insurance and Annuities: CBCF
Recent legislation has put insurance back on the fiduciary track
House Passes SECURE 2.0
"Half the people that get up and go to work everyday in America are not in a qualified retirement plan," Congressman Neal said.
Yield Curve Inverts as Warning Signs of Recession Flash
'The shape of the yield curve has ramifications for consumers and business'
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.
Senate Holds Hearing on Retirement and Emergency Savings
Not to be outdone by their House counterparts and SECURE 2.0, the upper chamber looked to act
3 MAJOR Provisions in Tuesday’s Retirement Legislation Vote
It promotes saving for retirement earlier by expanding automatic enrollment
IRS Issues RMD Reminder Amid Recent Age Increase to 72
Anyone who reached age 72 after June 30, 2021, is covered by a special rule