Browsing Tag
401(k)
3593 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.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 ‘Serious Shift’ in Mindset for the 401(k) Industry
What does the most “optimistic optimist” say about 2020, and what one question does every advisor need to…
EvoShare, BPAS Team to Introduce Cashback Provider IRARewards
Fintech is turning impulse spending into impulse saving, using our inherent biases and bad behavior to our advantage…
GRPAA’s Owen Joins HUB International Retirement and Private Wealth
HUB International announced Monday that James Owen has joined as Director of Business Development of its Retirement and…
Financial Wellness Freak-Out: Many Fear Debt More than COVID
When nearly 40% of Americans fear credit card debt more than the coronavirus, it might be a problem.…
Americans’ Financial Satisfaction Bounces Back with Record Rally
2020 has been an “economic seesaw,” putting Americans’ personal financial satisfaction through the largest swing in the last…
Investment Company Institute Names New President and CEO
The Investment Company Institute (ICI) has named elected Eric J. Pan as its next president and chief executive…
Pandemic Hurts Worker Confidence in Saving for Retirement
Given the challenges 2020 has provided, it’s no big surprise that fewer Americans workers say they are confident…
4 Ways to Charge 401(k) Fees (And Why They Matter)
Over the last few years there have been plenty of articles addressing the importance of periodic plan expense…
401(k) DCIOs on Track for ‘Remarkable’ Year, Despite COVID
Good news in DCIO. The Defined Contribution Investment-Only (DCIO) market is projected to total $5.3 trillion at year-end…
Episode 11—Former EBSA Head Preston Rutledge on ESG, Missing Participants, Fiduciary and More
The former Assistant Secretary of the Department of Labor and current founder of Rutledge Policy Group, a new…