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.
March 01, 2022
Debate: Should Annuities Be Permitted as a Default 401(k) Option?Two professors discuss legislation that would allow retirement plan sponsors to use annuities as a default investment.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 15, 2022
Revived Bill Would Allow Annuities as Default 401(k) InvestmentThe Lifetime Income for Employees Act builds on the Secure Act, which opened the door for more annuities in retirement plans.
February 15, 2022
401(k) Core Menus Are Not Retirement ReadyRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 11, 2022
Debate: Do ERISA Fiduciaries Have a Duty to Monitor Each Plan Investment Option?Two professors discuss the Supreme Court's recent ruling in Hughes v. Northwestern University.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
February 04, 2022
There's Still Time to Start a Retirement Plan, Reduce 2021 TaxesUnder the Secure Act, small-business clients now have extra time to establish a 401(k) plan for the prior tax year.
February 03, 2022
Advisor Tells What 2 NFL Players' Financial Plans Really Look LikeAdvisor Jake Stoneburner, a retired NFL player himself, takes ThinkAdvisor through his planning for Garrett Griffin and retired player Jake Ballard.
January 29, 2022
How a 401(k) 'Bridge' Lets Annuity Haters Delay Social Security ClaimingResearchers looked at a way for 401(k) participants, hesitant to annuitize, to "buy a higher Social Security benefit."