Browsing Tag
401(k)
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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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
PayPal Workers Get ‘Immediate Access’ to Wages Before Payday
It might sound like an accounting nightmare, but automation is key. PayPal announced that it will allow its…
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…
Financial Wellness in Demand Early in Pandemic
When faced with economic uncertainty and market volatility at the onset of the COVID-19 pandemic, employees flocked to…
How Retirement Industry Consolidation Impacts Advisors and Retirees
The financial services industry has witnessed a surge of merger and acquisition activity in recent years. Within the…
Bringing Sunlight to Dark Corners of Safe Harbor IRA Fees
401(k) plan sponsors know all too well that sunlight—coming in the form of transparent fees and disclosures—is vital…
Advisor, Investor Optimism Decline for Second Straight Year
Despite closing in on more record market highs, advisor and investor optimism are down for the second year…
More Financial Advisors Providing HSA Services to Clients
A recent survey found that more financial advisors are providing health savings account (HSA) services to their corporate…
Episode 13—Prime Capital Investment Advisors’ Matthew Wolniewicz Gets Real About ESG, Peps and the Election
There’s a lot happening on the 401(k) front—ESG, MEPS, and PEPs, the election—and we asked industry veteran Matt…
ESG Rule’s Fate Rests in Senate Control: WSJ
DOL ESG Rule faces outcome uncertainty as the Georgia Senate recount could decide its future for retirement investment plans.