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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Retirement Readiness: How Plan Participants Are Faring in 2021
How are 401(k) participants reacting to all that’s happening, and how does it compare with the complexities of…
Two TAPOs Team in Latest 401k Firm M&A Activity
Merger mania continues. OneDigital Investment Advisors announced has acquired Atlanta Retirement Partners (ARP). OneDigital says it pursued the…
Nearly Half Say Pandemic Has Eroded Ability to Save for Retirement
Close to half of American workers say the COVID-19 outbreak has had a negative impact on their ability…
Top 10 401(k) Plan Loan Myths, Misdirections and Misrepresentations
On Tuesday, February 16th, I listened to an Employee Benefits Research Institute webcast on financial wellness. The speakers…
9% of 401k Participants Took a CARES Act Distribution in 2020
With 2020 now (thankfully) disappearing in the rearview mirror, we’re starting to get a better look at how…
One Simple Trick to Radically Boost Financial Wellness
How would you like to boost your participants’ financial wellness, increase plan assets, reduce plan costs and prevent missing participants?
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
SMB Market 401(k) Provider Completes $105M Series C After Breakout Year
San Francisco-based Human Interest, a 401(k) provider catering to small- and medium-sized businesses, has effectively doubled its valuation…
Biden’s DOL to Implement Trump Fiduciary Rule
The Department of Labor announced that it will allow a Trump-era exemption for investment advice fiduciaries to move…
ESG Needs Financial Metrics for Participant Sustainability
ESG investing is certainly rapidly catching on in the United States; a trend that is highly likely to…