Browsing Tag
401(k)
3588 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Transamerica, FuturePlan Team for New Pooled Retirement Plan Solution
FuturePlan serves as the third-party administrator and 3(16), while Transamerica is the plan’s recordkeeper
Why Cash Balance Plans are Sophisticated, Effective and Incredibly Frustrating
'It's going to be a hot topic for many years to come,' says Jake Rushton
Global ETF Assets Top $10 Trillion
North America accounts for 65% of total AUM for all ETFs
Graff’s Path: The ARA CEO on Bipartisanship, the Coverage Gap and What’s Next for the Organization
Graff joined us to discuss his anniversary and his achievements but true to form he preferred to keep the focus on the ARA.
Creative Planning to Buy Lockton’s Retirement Business
It's the latest deal to fuel the 'extraordinary' growth of the retirement firm aggregators over the past five years
The Re-Monetization of Retirement Plans with Managed Accounts
It’s advisable to monitor the outcome of recently filed litigation
House Committee Introduces New ‘RISE’ Retirement Plan Bill
The bill would establish a retirement plan "lost and found" with the DOL
401(k) Trading Light Despite Record Markets
Investors tended to be in profit-taking mode
ESG Investing Momentum Builds as Leaders Meet in Scotland
New research finds that 21% of individual investors currently employ ESG strategies
Group Says Fiduciary Rule Reinstatement Would Be Dire for Black, Hispanic Americans
Study from Hispanic Leadership Fund says impact of reinstatement would significantly increase the wealth gap by limiting access to financial advice