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.
6 New Findings on How Retirees Draw Down 401(k)s, IRAs: JPMorgan
By Ginger SzalaResearchers analyzed the real-world behavior of 31,000 people around rollovers, annuities and RMDs.
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.