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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Post-Pandemic: Getting Your Practice and Your Clients to the Other Side of Normal
We are finally seeing some encouraging headlines around vaccines and a potential end to the global pandemic coming…
Feelings of Financial Security Stable Despite Volatility
Americans’ levels of financial security are surprisingly smooth as tumultuous 2020 ends, something seen all year despite unprecedented…
7 Great Cities for Retirees
Another day, another “best cities to retire” ranking. Money published in November its determination of the best places…
Pandemic Moving Retirement Timelines For 30% of Americans
Retirement timeline changes after COVID-19, with 30% of Americans delaying or accelerating plans, study shows generational shifts.
Recent Regulations Open Target-Date Funds to ‘Lesser Used’ Products
New research from Cerulli Associates takes a close look at lifetime income products and alternative investments in target-date…
3 New Year’s Resolutions for 401(k) Plan Sponsors
In January, Alight Solutions released 2020 Hot Topics in Retirement & Financial Wellbeing, a survey of 130 plan…
A 401(k) Plan as a Holiday Bonus?
Holiday 401k Bonus: ShareBuilder 401k waives setup fees through Dec 22, helping small businesses give employees lasting benefits.
DOL Fiduciary Rule Sent to OMB, But is it Too Late?
The Office of Management and Budget has received the Department of Labor’s fiduciary rule, known officially as Improving…
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401(k) Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
Pandemic Forcing 29% of 401(k) Participants to Ponder Early Withdrawals
A pandemic-high 29% of 401(k) plan participants are now planning to withdraw early from their account to pay…