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.
Edelman's Momentum Service Puts Free Advice in 401(k)s
By Jane Wollman RusoffEdelman Financial Engines' advisors have an advantage over other RIAs in engaging investors, Jason Van de Loo says.
September 27, 2023
Roth Catch-Up Mandate in Secure 2.0: The Devilish DetailsThe Roth catch-up contribution requirement, effective in 2026, is much more complex than it appears.
September 27, 2023
John Hancock Charged Excessive 401(k) Fees, Suit ClaimsContainer shipping company Maersk is a facing a class-action lawsuit from participants in its 401(k) plan.
September 18, 2023
New Retirement Bill Calls for Brokerage Window WarningThe bill would require a four-part warning to be displayed before plan participants choose this option.
September 14, 2023
Beware of Losing Solo 401(k) StatusBusiness-owner clients with these retirement plans must amend them immediately if they hire an employee.
September 14, 2023
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2023Consumer satisfaction with retirement apps has increased but still lags significantly behind other industries, according to J.D. Power.
September 08, 2023
How Target-Date Funds Can Shortchange MenAverage allocation shifts built into target-date funds may be more appropriate for women, new research shows.
August 29, 2023
TIAA Exec: Put Deferred Fixed Annuities in 401(k) PlansPhil Maffei says annuity stability can let a client be more aggressive with other plan assets.