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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
What is ‘Peak 65’ and Why Should Pre-Retirees Care?
“Peak 65” is a term used to describe the point in time when more Americans will turn age 65…
More Weak 401(k) Criticism Doesn’t Stand Scrutiny
CBS News is the latest media outlet to take a swipe at 401(k)s by employing the extremely in-vogue…
COVID-19 Creating Huge Challenges for Higher-Ed Retirement Plans
As a result of the pandemic, 41% of higher education institutions have already reduced or stopped their employer…
Episode 3: 100% 401k Plan Participation? Here’s How it’s Done
Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This…
Mutual Fund Expense Ratios Continue Decades-Long Decline
Discover how declining mutual fund expense trends support RIAs seeking cost-efficient investment strategies for their clients.
82% Say Pandemic has Negatively Impacted Retirement Plans
Roughly eight-in-10 Americans (82%) say the events of the past year have negatively impacted their retirement plans, and…
Rep. Maxine Waters Wants Diversity Data from 401(k) Firms
Congresswoman Maxine Waters, D-Calif., Chairwoman of the House Committee on Financial Services, and Congresswoman Joyce Beatty, D-Ohio, Chair…
Episode 22: Ric Edelman on Private Equity in 401(k)s—Exciting But Complicated
Sponsored By: Private equity and retirement plans – do they belong together? It’s a complicated issue, with…