401(k) Plans
The latest 401(k) advice, investing tips and options, as well as news and articles that focus on important 401(k) strategies.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
November 01, 2024
IRS Sets 401(k), IRA Contribution Limits for 2025The tax authority also announced changes to catch-up contributions tied to Secure 2.0.
October 29, 2024
Is It Time to End the 401(k)?Behavioral economist Shlomo Benartzi wants to switch to portable accounts; retirement plan experts cry foul.
October 22, 2024
IRS Clarifies When Retirement Plan Overpayments Can Be Rolled OverThe guidance allows "plans to refrain from going after innocent retirees who received too much," J. Mark Iwry says.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 17, 2024
What's Behind Fidelity's Move to Restrict 401(k) Login SharingThe move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.
September 16, 2024
IRA Rollover 'Tsunami' Worries Ex-DOL OfficialIRAs lack consumer protections and should be regulated by ERISA, Phyllis Borzi says.
September 05, 2024
IRS Seeks Feedback on Saver's Match Under Secure 2.0The agency and the Treasury Department want comments on all aspects of the retirement account contributions.
September 05, 2024
Self-Directed Retirement Account Balances Rose on Stock Rally: SchwabAdvised accounts had more assets and more balanced allocations than non-advised accounts.
August 29, 2024
Auto-Enrollment Alone Can't Fix Retirement Shortfalls: ResearchAutomatic enrollment and escalation show promise, but a new analysis details their limits.