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.
August 20, 2021
DOL's Lifetime Income Annuity Interim Rule Is Flawed, ERISA Lawyers SayThe lifetime income illustrations are confusing, the lawyers say.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
August 10, 2021
10 Best & Worst States for Retirement Plan AccessLess than half of workers nationwide have access to an employer-provided retirement plan, and even less take advantage of it.
August 09, 2021
Workers Are Saving, But Few Feel Very Confident About Retirement: StudyAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
August 03, 2021
Traditional 401(k) vs. Roth 401(k): Choosing the Best OptionFor some clients, the combination of a traditional and Roth 401(k) option can open a lot of planning avenues.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
July 22, 2021
Plan Sponsors Want More Guidance From Advisors: FidelityWorkplace retirement plan sponsors are demanding more from their advisors to improve participant outcomes, a new study found.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 22, 2021
New Bill Reshapes Retirement Saver's Credit Into 401(k), IRA Matching ContributionThe legislation also includes a bonus credit of up to $5,000 for money saved over the next five years.