401k

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Preparing For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Number Of 401(k) Millionaires Swells Back Toward Record

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The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

NAPA Launches Retirement Income Certificate

by FA Staff

The new certification is meant to get members thinking about clients' 401(k) income.

Your Client's 401(k) Will Be Gone Within A Decade

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The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

New Small Business Retirement Plan Mandate Creates Federal IRA

by FA Staff

Small firms with 10 or more workers would be required to auto-enroll employees in a plan.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

LPL Recruits Las Vegas Duo With $320M AUM

by FA Staff

The Latus Group, founded by a former SWAT team police officer, has a retirement plan bent.

DOL Approves New Rules For Pension-Linked Emergency Savings Accounts

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A new emergency pension account allows employees to take plan withdrawals free of taxes and penalties.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

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Employees have new options this year under the Secure 2.0 Act.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Schwab Self-Directed 401(k) Account Balances Fell 9.2% In Q3

by FA Staff

But the average ending balance of $287,769 represents a 5.3% year-over-year increase.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

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Some helpful tax laws are poised to go away in the near future, he said.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

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Unions and consumer groups argue rule is needed to weed out costly conflicts.

House Committee Chair Blasts DOL For Rushing Fiduciary Rule

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Virginia Foxx wants the DOL to extend the comment period for the proposed rule.

Consumers Pull Cash From Retirement Accounts Amid Budget Stress

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Some 2.3% of workers took a hardship withdrawal last quarter.

DOL Announces December Hearings On Fiduciary Rule Amid Criticism

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An industry coalition claims the department is rushing hearings before everyone has weighed in.

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