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.
September 07, 2021
6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorganResearchers analyzed the real-world behavior of 31,000 people around rollovers, annuities and RMDs.
September 07, 2021
Auto-IRA Bill Up for Vote This WeekHouse Ways and Means will also consider a bill adding dental, hearing and vision benefits to Medicare, Rep. Neal says.
September 03, 2021
The 5 Stages of Financial IndependenceJamila Souffrant, host of the popular "Journey to Launch" podcast, tells ThinkAdvisor about her method and how it differs from FIRE.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
August 31, 2021
Self-Directed 401(k) Balances Surge in Q2: Schwab401(k) brokerage accounts that were advised had higher average balances than those that weren't, Schwab reported.
August 27, 2021
Many Retirement Savers Don't Understand 401(k) Fees: GAOMore that 41% of survey respondents thought they didn't pay any fees on their 401(k), the office reports.
August 27, 2021
How a Client's Solo 401(k) Can Become a Mega Backdoor Roth IRAAfter-tax contributions are the key to using this strategy, says Ed Slott & Co. expert Ian Berger.
August 24, 2021
How 401(k) Plan Changes Affect Savings: VanguardOne signal of more change ahead: 80% of savers want help converting their retirement savings into income.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
August 23, 2021
4 Lessons From Recent 401(k) LawsuitsLearning from others' mistakes can help plan sponsors avoid time in court.