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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Advisory Firm M&A Still in Early Stages: GRPAA 2022 Industry Leaders Summit
'We spend a lot of time talking about whether it’s the right thing to do.'
February 5, 2022
Alliance for Lifetime Income Helping Elton John Say Farewell to Fans
Nonprofit promoting awareness of protected lifetime income in retirement announced as sole presenting partner of “Farewell Yellow Brick Road” tour in North America
February 4, 2022
Retirement Consulting Firms Find New Paths May Be Necessary to Compete
It speaks to the opportunity for firms willing to spend time and effort to understand prevailing market forces
February 3, 2022
The ‘Fix’ for Missing 401k Participants and Forgotten Accounts
Auto portability’s active measures stand in contrast to more reactive approaches,
February 3, 2022
Workers Reevaluate What They Want From Employers
New report from Franklin Templeton reveals that traditional retirement indicators remain less important, while living comfortably and independently are top financial concerns
February 2, 2022
Partnership Launches Hedge Fund Benchmarks for DC Plans
DCALTA’s and PivotalPath’s new indices aim to better assess market net-of-fee performance, volatility, and risk management
February 2, 2022
Wages Are Significantly Outpacing Employment in These Industries
Some make sense, others not so much
February 1, 2022
February Top Advisor by Participant Outcomes (TAPO)—Rodney Balbuena
Speaking Truth to Build Trust Rodney Balbuena‘s bilingual skills serve him exceptionally well. As a member of Southern…
January 31, 2022
January TAPO Will Hackler on Being ‘The Best They’ve Ever Seen’
Will Hackler is a big personality with a big book of 401k business, and he’s also our Top…
January 31, 2022
401(k) Market Minute: Major Win for Jerry Schlichter, Target Date Fiduciary Traps, and More
Here's what's happening.
January 31, 2022