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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
What We Learned About 401(k) Participant Behavior Amid COVID-19 and the CARES Act
Vanguard’s latest analysis of defined contribution (DC) recordkeeping data from January through September 2020 suggests that, while there…
November 10, 2020
Only 55 Percent of Adults Would Receive COVID-19 Vaccine: EBRI
Concerning news on the COVID-19 front. A cases spike and winter looms, a surprising number of American adults…
November 10, 2020
Medicare Part B Premiums Will Rise in 2021
Medicare Part B premiums rise to $148.50 in 2021. Learn about new deductibles, coverage updates, and Medicare Open Enrollment.
November 10, 2020
How 401(k) Advisors Use Financial Wellness for Content Marketing
Content marketing began in the late nineteenth century when John Deere began writing The Furrow magazine, which advertised…
November 9, 2020
401(k) Flight to Safety Prior to Election
Fixed income was heavily favored in October, and for the first time in its more than 20-year history,…
November 9, 2020
Best Place in the World to Retire (Supposedly)
This might be it. International Living might have found the best place in the world to retire—at least…
November 3, 2020
Time to Ensure Compliance for Part-Time 401(k) Participants
Atlanta-based independent employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) recently issued guidance urging 401(k) plan sponsors…
November 2, 2020
Final ESG Fiduciary Rule Issued By Department of Labor
Department of Labor announced a final rule for fiduciaries regarding environmental, social and governance (ESG) investing.
October 30, 2020
Massive New Retirement Bill Would Expand, Mandate Auto-Enrollment
Section 101 of the Securing a Strong Retirement Act of 2020—also being called “SECURE 2.0”—is titled, “Expanding automatic…
October 29, 2020
November 2020 Top Advisor by Participant Outcomes (TAPO)—Jeffery Acheson
Let’s Retire Retirement It’s immediately apparent why Jeff Acheson is a highly regarded industry thought-leader. Having put his…
October 29, 2020