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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
May Top Advisor by Participant Outcomes (TAPO)— Syed Nishat
Using 401(k)s to Aid Frontline Workers Burnout was a significant issue in 2020, especially among front-line healthcare workers…
EvoShare and SavvyFi Team to Tackle Student Loan Debt
EvoShare, a micro savings-oriented FinTech startup based in Berkeley, California, and SavvyFi, a tech-driven 529 employee benefit platform…
Long Time Coming: Why Transamerica is Well-Positioned for the Pooled Plan Wave
We wanted to talk about PEPs, but Deb Rubin corrected us, and for a good reason. “When anybody…
Investors Actually Do Carefully Consider Fees and Expenses
In something of a surprise, given the perceived ignorance on the part of the general public about investment…
Employee Financial Wellness Can’t Wait Any Longer—Here’s Why
The 2021 SmartDollar Financial Wellness Benefits Study, conducted by Ramsey Solutions, looks at survey data from benefits decision-makers…
COVID-19 Retirement Plan Loan Recipients Took More Than Needed
Nearly half of individuals who took a loan or withdrawal from their retirement plan during the COVID-19 pandemic…