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.
How Differently Retirees, Pre-Retirees See the Future
By Michael S. FischerSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
April 30, 2021
Tougher DOL Fiduciary Rule Is on the Way. But When?Former EBSA head Preston Rutledge tells ThinkAdvisor where he thinks the rule stands on Labor's priority list.
April 23, 2021
Would a Higher Capital Gains Tax Be Trouble for Retirees?Roth conversions, life insurance and HSAs could "get a boost" if investors expect a tax hike, Jamie Hopkins tells ThinkAdvisor.
April 23, 2021
Workers and Retirees Confident in Future, Social Security: EBRIEight in 10 retirees, despite the pandemic, felt confident in their ability to retire comfortably.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 15, 2021
Bill to Boost RMD Age to 75 Up for Vote in 'Next Few Weeks': Rep. NealThe retirement bill, dubbed the Secure Act 2.0, also increases auto-enrollment and catch-up contributions in 401(k)s.
April 14, 2021
In-Plan Annuitization Team Recruits WilshireWilshire will be the investment advisor fiduciary for the Income America 5ForLife program.
April 13, 2021
Betterment, SoFi Expand ServicesBetterment launched a no-fee joint checking product and its 401(k) service added a new partner. SoFi launched an auto loan refinancing service..