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.
DOL Releases Fiduciary Rule Guidance
By Melanie WaddellThe department has released FAQs for investment professionals and investors.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
March 16, 2021
401(k) Plans Have a Big Cybersecurity Problem, Need Guidance: GAOAfter a congressional request to review these risks, GAO concludes that vendors are weak links.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.
March 02, 2021
Self-Directed 401(k)s Up 13% in Q4: SchwabParticipants remained resilient last year in the face of volatility and early market lows, a Charles Schwab report found.
February 25, 2021
Black Investors Continue to Trail Whites in Building Wealth: SurveyBut Black Americans under 40 are as likely as their white counterparts to invest in stocks, the survey found.
February 22, 2021
Saving Social Security Is a Bipartisan Issue: SurveyDespite the political divide, a majority of respondents want Congress to save the retirement program despite budget deficits.
February 18, 2021
Do State-Run Mandatory Retirement Plans Help Workers?Researchers examined the OregonSaves program's effect on retirement savings.