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401(k)
3585 posts
TSP Millionaire Ranks Rocket to Uncharted Territory
It’s been a good decade, and a great past year for well-tenured participants in the federal government’s Thrift…
4 Ways to Raise the Bar on a Defined Contribution Plan
Employers and their consultants have a difficult line to walk. You have to balance complex fiduciary responsibilities with…
Why the Time is (Finally) Right for Lifetime Income in 401(k)s
There is a rising need, and demand, for lifetime income solutions in employer-sponsored retirement plans, according to a…
Can a 401k Fiduciary Rely on Luck?
This may sound like a flippant question at first blush, but it draws attention to the difference between…
Here’s How People ‘Say’ They Will Spend Their Stimulus Checks
There’s typically quite a difference between what people say and what they subsequently do, but a recent Empower…
April Top Advisor by Participant Outcomes (TAPO)—Josh Itzoe
How to Offer ‘Pure Advisor Alpha’ FRIENDS AND COLLEAGUES thought they were slightly insane. In 2004, Josh Itzoe…
A Bursting Bubble’s Effect on the 401k
It would appear that nothing can pop the current stock market bubble, but there is one pretty straightforward…
Cracking the Code to True 401k Portability
America’s 401k system, long plagued by friction, produces $92.4 billion of excessive cash-out leakage annually. In recent years…
Advisors Still Stressed, But Most Grew Business in 2020 (and Like Their Jobs)
A new report finds financial advisors remained highly resilient during the pandemic and that the majority were able…
Most Taking CRDs in 2020 Did So Mainly Out of Desperation
The small percentage of retirement plan participants who requested a COVID-19 loan or distribution in 2020 enabled by…