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.
The 401(k): Now So Much More Than a Retirement Plan
By Jane Wollman RusoffThese accounts are becoming far more flexible thanks to the Secure Acts, "401(k) Lady" Jeanne Sutton tells ThinkAdvisor.
January 11, 2024
Avoid This Mistake When Funding a Backdoor RothRunning afoul of the pro rata rule can negate much of the tax benefit.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 21, 2023
Average 401(k) Balances for 6 Different Age Groups: 2023Vanguard's data on 5 million plan participants shows how much typical workers have saved in these accounts.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 11, 2023
This Overlooked Secure Act Change Makes Roth 401(k)s More AttractiveThe law removed the lifetime RMD requirements from these accounts starting in 2024.
December 07, 2023
Quiz: Do You Know the RMD Rules for 2023?The Secure acts brought big changes to retirement account distributions. Can you help clients cut through the confusion?
December 01, 2023
8 Things Advisors Should Know About 401(k) Tax CreditsTraditional barriers to entry in the employer-sponsored retirement plan market are no longer prohibitive.