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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Top 401(k) Client Acquisition Story of 2020: Best/Worst States to Retire
Blacktower Financial Management Group released an interesting report all the way back in June (which feels like a…
December 28, 2020
Episode 16—Nevin Adams, Chief Content Officer at the American Retirement Association, on the BIG Retirement Story of 2020
“2020 has certainly been one long, enduring rainy day.” We needed a clear thinker with a comprehensive view…
December 28, 2020
Top Tips and Techniques for Superior 401(k) Advisor Videos
Laura Garfield, Co-Founder of Idea Decanter, joined Ross Marino’s OUTCOMES Podcast this week to discuss tips and techniques…
December 24, 2020
Billionaire Bill Gross Loses Bizarre ‘Gilligan’s Island’ Theme Song Suit
The strange saga of billionaire bond king Bill Gross and his bizarre behavior ended just before Christmas, with…
December 24, 2020
Women’s Retirement Becoming Even Riskier Amid COVID
One in four women workers who are employed or recently unemployed say their confidence in their ability to…
December 24, 2020
Small Business Spotlight: Owners Confident and Offering Plans
Warren Buffett recently highlighted the plight of small businesses with his plea for more PPP loans to counter…
December 23, 2020
Voya Settles with SEC for ‘Violating Its Fiduciary Duty’
The Securities and Exchange Commission announced on Monday that Voya Financial Advisors, Inc. (Voya) has agreed to settle…
December 22, 2020
Top 401(k) Regulatory/Policy Story of 2020: COLA Complaints
The top regulatory/policy story wasn’t Reg BI, fiduciary rule, CARES, or PPP. It wasn’t really regulation or policy-related…
December 22, 2020
401(k) Plans Rebound to $6.5 trillion in Third Quarter
Total U.S. retirement assets were $33.1 trillion as of September 30, 2020, up 4% from June 30. Retirement…
December 21, 2020
Financial Wellness in a Digital Age: Actionable Ways to Engage Participants
Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer…
December 21, 2020