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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
It Takes Less Net Worth to Feel ‘Wealthy’ This Year
Wealth in America has shifted—Schwab’s 2021 survey shows lowered net worth goals for being wealthy, happy, and financially secure.
Episode 4: How to Save a Lot of Money for Plan Sponsor Clients
This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary…
New Guide Details Key Differences in Public Sector Hybrid Retirement Plans
Not all public sector hybrid retirement plans are created equal, which makes it critically important for public employers…
Episode 25: NAPA President-Elect Alex Assaley on the Massive Student Debt Problem and What to Do About It
Sponsored By: With a total of roughly $1.7 trillion, student loan debt is a major issue for many…
Court Challenge to State-Sponsored Retirement Plans Fails
A challenge to the California Secure Choice Retirement Savings Program (CalSavers) by a taxpayer advocacy association failed last…
Concern Over ‘Certain’ TDF Risks Prompt Congressional Request for GAO Review
Concern over “certain aspects” of target-date funds prompted Chairs of two congressional committees to send a letter to…
Institutional Investing Giant David Swensen Dies at Age 67
David Swensen, the pioneering asset manager who developed the “Yale Method” for investing the venerable university’s endowment, has…
Orion, FeeX Team to Manage 401k and Other ‘Held-Away’ Assets
Tech giant Orion Advisor Solutions has partnered with FeeX to help advisors efficiently manage and trade held-away accounts,…
Women of Color Most Financially Affected by Pandemic
The COVID-19 pandemic and the severe financial disruptions it has caused are defining moments in history for many…
Majority of Small Business 401k Plans Still Pay Hidden Fees
Why don’t more small businesses offer a 401k to their employees? This might be the reason. Despite a…