Browsing Tag
401(k)
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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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.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 27: Specific 401k Practice Growth Strategies With Digital Marketing Expert Samantha Russell
Samantha Russell is Chief Evangelist with Twenty Over Ten, a 401(k) digital marketing platform for financial professionals. Russell’s…
The Strong Case for a Retirement Savings ‘Lost and Found’
Past proposals for an Office of the Retirement Savings Lost and Found (Lost & Found) offered good examples…
Demand Growing for Guaranteed Income Solutions in 401ks: BlackRock
The SECURE Act cracked open the door to annuities being more widely available in retirement plans, and now,…
HUB International Buys 401k Firm Epstein Financial
HUB International continued its acquisition spree with the announcement Wednesday that it has bought the assets of Epstein…
KYC: 5 Common Retirement Plan Committee Traits
Different personalities and styles make for different retirement plan committee meetings, yet a survey by the Plan Sponsor Council…
Why the Best Performing 401(k) Target-Date Funds are Riskiest
Several years ago, I developed a Prudence Score for target-date funds as an alternative to Morningstar and fi360…
401(k) Savings, Account Balances Grew During Pandemic
Closed restaurants and movie theaters meant more disposable income for retirement savings during the pandemic. T. Rowe Price…
More Than a Trillion Dollars Stuck in ‘Forgotten’ 401(k)s
Nearly 25 million forgotten 401k accounts amount to nearly $1.35 trillion of assets, according to new white paper from Capitalize.
June Top Advisor by Participant Outcomes (TAPO)—David Kulchar
A Defined Contribution Concierge Is it possible to be too good at what you do? David Kulchar comes…
The CAA: A Fiduciary Guiding Light for 401(k) and Benefits Advisors
The Consolidated Appropriations Act (CAA) of 2021, signed into law at the end of December, brought significant changes…