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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Biden Stimulus Would Cap 401(k) Plan Contribution Increases
Retirement plan advocates are concerned about provisions included in the $1.9 trillion American Rescue Plan Act of 2021,…
Pandemic’s Economic Perspective: Is it Worse than 2008?
Despite recent optimism over vaccine success and the possibility of a return to normal—however defined—nearly seven in 10…
Ed Slott Defuses ‘The New Retirement Savings Time Bomb’
Ed Slott’s much-hyped new book, “The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary…
Financial Wellness is Critical in Post-Pandemic Workplace
Granted, they have a dog in the hunt, but new research from Ramsey Solutions’ SmartDollar finds that adding…
2020 Year-End Self-Directed 401(k) Balances Soar
The stock market’s strong fourth quarter provided a nice year-end boost for retirement plan participants with self-directed brokerage…
Deep Trust, Knowledge, Experience Drives Innovative TPA Model
A new and unique third party administrator (TPA) organization launched Monday, one meant to compete with—and act as an…
March Top Advisor by Participant Outcomes (TAPO)—Brent Sheppard
Private Equity Opportunity PRIVATE EQUITY IS KNOWN for taking over, cleaning house, and making the targeted company more…
Retirement Savings Crisis: Access Isn’t the Issue, Prioritization is
State IRA retirement savings initiatives are designed for workers who don’t currently have access to an employer-sponsored retirement…
TAPO TV: Self-Directed Brokerage Accounts in 401(k) plans—Yea or Nay?
Should participants invest in, and trade, individual securities within their 401k through self-directed brokerage accounts (SBDA)? Does it…
Financial Situations in 2020 Stressed Out Most Employees
eMoney Financial Wellness Survey shows financial situations caused employees the most stress in 2020 as a result of the COVID-19 pandemic.