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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
5 Best and Worst States For Retirement Saving
Is there an actual retirement “number,” and if so, what is it? The frustrating answer is it depends.…
Department of Labor Issues Guidance on 401k Fiduciary Rule
In what seems like déjà vu all over again, the U.S. Department of Labor’s Employee Benefits Security Administration…
401(k) Trading was Heavy During Capitol Riot, Quickly Calmed
“Amid a volatile but rising stock market, 401(k) investors were light traders and content to watch their balances…
Bitcoin Inching Closer to 401(k)s
Bitcoin in retirement accounts is gaining traction, offering investors new opportunities in IRAs and 401(k) plans.
How to Increase ESG ‘Appetite’ Among Investors
There are several disconnects between the way financial advisors implement environmental, social, and governance (ESG) investing with their…
Episode 23: Jake Rushton Gets Real About Roths and Higher Taxes on the Horizon
Sponsored By: Jake Rushton, a tech-savvy advisor with TrueNorth Wealth in Salt Lake City, is doing some amazing…
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 401(k) Fiduciary Rely on Luck?
This may sound like a flippant question at first blush, but it draws attention to the difference between…