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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Wealthy Retirees Will Lose Almost 25% of Retirement Income to Taxes
Retirees in the top 20% income bracket will pay 11% in taxes on their retirement income, while those…
FINRA Again Postpones In-Person Arbitration Due to COVID
In response to the evolving coronavirus disease (COVID-19), FINRA has decided to administratively postpone all in-person arbitration and…
January Top Advisor by Participant Outcomes (TAPO)—Brian Hartstein
Raised in Retirement Plans “I’m an intense guy from New Jersey, so I speak very quickly,” Brian Hartstein…
3 in 4 Worry Pandemic Will Impact Retirement
The COVID-19 pandemic has made Americans worry more about just about everything—so why should their prospects for a…
No Improvement in Pension Funding Despite Stock Market Rise
The funded status of the nation’s largest corporate pension plans started and finished 2020 at the same level.…
How the Consolidated Appropriations Act Effects Retirement Plans
The Consolidated Appropriations Act, 2021 generally provides the annual funding for the federal government and also contains several…
Top 401(k) Product Story of 2020: Vanguard Recordkeeping Outsourced
Hardly surprising that the top investment product story of 2020 would involve Vanguard. The low-cost provider shocked the…
Trump Names Elad Roisman as New SEC Chair
The Securities and Exchange Commission today announced that President Donald Trump designated Elad L. Roisman as Acting Chairman…
Top 401(k) Best Practices Story of 2020: A Plea for More Roths
Don’t blame us, we just work here. The most-read story on 401(k) best practices in 2020 involved controversial…
Top 401(k) Political Story of 2020: Will Biden Swap Tax Breaks for Credits?
He’s slowing his roll on a number of issues now that the election is behind him, but what…