Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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
Black Women Report Trouble Finding a Financial Advisor to Trust
It’s especially concerning given that Black women play a prominent earning and financial role in Black households
How to Successfully Scale a Small Business 401(k) Solution
At the center is technology, which is 'a means to the end, not the solution'
Better Together: Fi360’s John Faustino Addresses Lifetime Income’s Need, Criticism and New Consortium
Guaranteed income in retirement plans is a big issue—big because it’s important, complex, and getting a lot of…
‘Christian Advisor’ Gets 3 Life Sentences for Stealing Retirement Funds
He promised investors they would receive guaranteed, risk-free returns ranging from 5% to 8% per year