Browsing Tag
401(k)
3589 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
I Have Seen the Enemy and It Is Us?
Advisor Terry Morgan says advisors overlooking “little” 401(k) participants is a big problem for the retirement industry
Cashout Leakage Alert: Highway Through the ‘Danger Zone’
New research reveals a 401(k) cashout leakage “danger zone” for participants in their 30s
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego
More 2023 ‘Best & Worst’ States for Retirement: New Ranking has Surprising #1
Florida doesn’t top the list, while several Northeast states dot bottom 10 according to new ranking from Bank Locations
Envestnet Elevate Summit 2023: Succession Planning in Advisory Firms
Panelists discussed how advisory firms could implement new technologies and inclusivity when thinking about succession planning
Workers and Retirees Report First Dip in Retirement Confidence Since 2008 Recession: EBRI
Confidence in retirement savings fell from 73% in 2022 to 64% in 2023 among workers, and from 77% to 73% among retirees
How States Define ‘Success’ for Their IRA Mandates
Should “success” include prompting employers to add or maintain a 401(k) plan to avoid the state IRA mandate?
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
State Street Embeds Annuity in New Target Date Series
State Street, Global Trust Company and Annexus Retirement Solutions launch “innovative, low-cost” TDF Series to answer participant demand for lifetime income
Macron Raises French Retirement Age to 64 Despite Strong Opposition
Controversial change becomes law and dents French President’s popularity as U.S. lawmakers consider tough choices in effort to bolster Social Security’s solvency