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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
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.
CITGO Pauses 401(k) Match, Plans to Cut Salaries Jan. 1
When the price of oil drops for prolonged periods of time, the trickle-down effect can reach all the…
Scale Takes Center Stage as RIAs Continue to Compete
It’s been said time and again—scale is key. However it’s achieved, through technology, acquisition, or something completely different,…
Ascending Through the Fire With an Evolving Fiduciary Governance Approach
Many plan sponsors have passed through the fire as a result of the economic impact of COVID-19 and are trying…
Department of Labor Announces 401(k) PEP Registration Requirements
The Department of Labor today announced a final rule establishing registration requirements for pooled plan providers. The rule implements…
Retirement Plan Vet Wolniewicz Joins Prime Capital Investment Advisors
Industry veteran Matthew Wolniewicz has left Fi360 for Kansas City-based Prime Capital Investment Advisors (PCIA). Wolniewicz, also a…
401k Meets Artificial Intelligence Via New Strategic Investment
In an effort to be the first organization to bring true artificial intelligence (AI) to the 401k market,…