Browsing Tag
401(k)
3592 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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…
December 2020 Top Advisor by Participant Outcomes (TAPO)— Jonathon Schultheiss
The 1% Challenge WE’RE SURE JONATHON SCHULTHEISS’ good nature and smiling persona translate well with sponsors and participants.…
Stop Leaks: Plan Loans
Did you know that, according to the Bureau of Labor Statistics (BLS), the median tenure for American workers…
Growing Share of Young Households Own Mutual Funds
Get ‘em young. Industry attempts to get individuals and households to begin saving at your ages appear to…
Wow on the Dow! DJIA Closes Above 30,000
The Dow Jones Industrial Average closed above 30,000 for the first time in its history, capping off a…
Investors Are Saving 10% Annually for Retirement, But …
There’s a lot to love and hate in a recent survey from Schroders. The good? U.S. investors save…
401(k) Advisors Working Overtime to Guide Existing Clients Through Pandemic
Sometimes it’s hard to think about generating new business when you’re focused on servicing existing clients. As new…