Browsing Tag
401(k)
3592 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
3 Funds Favored by Public Sector DC Plan Participants
Despite access to a myriad of choices, the majority of participants in public defined contribution retirement plans favor…
How to Market on Any Budget: Broadridge Fi360 Conference
A highly interactive and extremely detailed session from 401(k) Marketing’s Rebecca Hourihan titled “Marketing on Any Budget” kept…
Despite Pandemic, Average 401k Account Balance at Bank of America in 2020 Topped…
UPDATE – Follow this link for the results of the 2022 Financial Life Benefits Impact Report. Most American…
Why Guaranteed Income Matters Now: Broadridge Fi360 Conference
“Now more than ever it needs to be considered as part of a financial plan,” David Blanchett said…
A Big Problem: Another Leakage Study Reaches the Same Conclusion
Arriving with little fanfare, a recent study prepared by the Staff of the Joint Committee on Taxation, a…
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…
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…