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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Episode 28: Prospects for Effective Regulation in the Biden Administration with Consumer Federation’s Barbara Roper
Barbara Roper is an outspoken advocate for effective regulation to protect the public from predatory practices, and she’s…
Nearly Half of Workers Unsure When They Will Claim Social Security
Americans appear to be conflicted when it comes to collecting Social Security while many are also struggling to…
Investment Return Expectations Exceed Pre-Pandemic Levels
A new survey says that U.S. investors may have unrealistic views on future investment returns. Here's why.
Duke Reinstates 403(b) Match—And Takes It One Step Further
Duke University 403(b) contributions restored with retroactive payments and ongoing employer support for faculty and staff retirement plans.
‘Personal Retirement Strategy’ Debuts from Bank of America
Helping 401k plan participants establish and pursue appropriate retirement income goals is a common objective of plan sponsors,…
Personalized Income Solutions to Play Big Role in Retiree-Friendly 401(k) Plans
The defined contribution (DC) industry has made substantial strides in helping plan participants through the accumulation phase, but…
401k Assets Totaled $6.9 Trillion in First Quarter
Retirement account balances continued their post-pandemic recovery in the first quarter, up 1.8% from December, and totaled $35.4…
401(k) Recordkeeper Data Shows Commitment to Retirement Saving
Americans continued to save for retirement through defined contribution (DC) plans early this year despite uncertain market conditions…
‘Lay Fiduciaries’ Are Managing Retirement Plans and It’s a Problem
There are 17.5 million men and women, including “lay fiduciaries”, who bear the legal responsibility for managing the…
Episode 5: Using 401(k)s to Help Frontline Workers
This week, we’re joined by Syed Nishat, a Partner at Wall Street Alliance Group, which has a strong…