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.
June 18, 2024
Gen Xers Confront Retirement RealityMany are going it alone when it comes to retirement planning, yet knowledge gaps are common, Natixis finds.
June 14, 2024
Kitces: Salespeople Should Have Gotten a Break in DOL Fiduciary Rule"You can't regulate them out of existence," but they shouldn't be giving advice, the XYPN co-founder says.
June 13, 2024
Kotlikoff: Advisors Do Retirement Planning All WrongSocial Security and 401(k)s should be scrapped, too, the professor says, laying out his alternative retirement plan.
June 12, 2024
5 Questions: Vanguard's New Report on Annuities in Retirement PlansAdding an income option to a target-date fund sounds great, but will it work?
May 29, 2024
Merrill Employee Error Causes Walmart 401(k) Data Breach"We are not aware of any misuse of the personal information disclosed," Merrill's parent said.
May 28, 2024
A Conversation with Cetera Financial Group's Head of Workplace & Retirement, Jon AndersonIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Anderson, who is head of workplace and retirement at Cetera Financial Group, about the rapid convergence of "retail wealth management" and "workplace retirement," with a special focus on what this big trend means for financial advisors seeking to grow their practices.
May 28, 2024
Ed Slott: Your Clients Have a Big 401(k) Rollover ProblemEmployees leaving companies need more help understanding their options and the tax consequences, Slott tells ThinkAdvisor.
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.