Browsing Tag
401(k)
3594 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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.
New Public Sector DC Plan Database Bears First Fruit
Inaugural Public Retirement Research Lab report reveals initial look at account balances, contributions, loans, asset allocation
Workers (Really) Like 401(k) and Defined Contribution Plan Features
Most Americans are confident that 401(k)s and other defined contribution (DC) retirement accounts can help meet their retirement…
First-Ever ESG Option Available in a Fixed Index Annuity
ESG Fixed Index Annuity offers sustainable investing with growth potential through BlackRock, RetireOne, and Midland National.
Group Issues Framework for Daily Valuation of Alternative Assets in 401(k)s
When the Department of Labor confirmed that 401(k) plans may include private equity investments back in June 2020, there…