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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Process, Personalization in Target-Date Construction: T. Rowe’s Joe Martel
'If you design a product for the average individual, you might create a solution that doesn’t work for anyone'
Senate Dems Call for End to Retirement Plan Discrimination Against Same-Sex Couples
Letter from group of 45 Senate Democrats to Treasury, IRS urges revision of old guidance
Light 401(k) Trading in November: Alight Solutions
It follows similar activity in October, in which a skyrocketing market didn’t sway participants
Defined Contribution Real Estate AUM Rapidly Increases
Investors cited diversification, risk-adjusted returns and inflation as the primary reasons for investing in real estate
401(k) News Briefs: Lincoln Financial Adds Income America; OneAmerica Teams with Morningstar
Participants in Lincoln National’s 401k will be able to convert savings into guaranteed income for life; OneAmerica deal with Morningstar Investment Management means more personalized advice for retirement plan accounts
A Brief History of 401(k) Auto Portability (and Why it Matters)
It's at least eight years in the making
Retirement Plan Access is An Issue, Coverage is Not
Disparities in retirement savings and household wealth affect individuals of all races and ethnicities.
Gen Z, Millennials Using Social Media for Financial Advice
Younger generations are inhibited by lack of guidance when it comes to retirement planning, says NAPFA
Group Plan Systems’ Pete Swisher on a Major Fiduciary Gap that Must be Closed
Anyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pooled plan-related. His…
ESG Investments Will Skyrocket by 2030: Report
Yet 'greenwashing' has emerged as a key reputational risk that firms must address