401k

[1]  1 2 3 4 5 6 7 8   [68]

The Average 401(k) Lost 20% Of Its Value Last Year

by

Retirement accounts took a dive in 2022 as tech stocks plunged, according to research from Fidelity.

Rollover Regs In Limbo After Judge Strikes Down DOL Rule

by

Observers expect the DOL to appeal a federal judge's rejection of the agency's fiduciary rules on retirement accounts.

What's The Next Act For ETFs?

by

There are indeed untapped markets to shake up.

Vanguard Investor Optimism Rises After Weathering A Volatile 2022

by FA Staff

Over the next 12 months, Vanguard investors on average expect a 2.7% return from the stock market, a survey said.

Fewer 401(k) Participants Taking Loans And Hardship Withdrawals, BofA Says

by

The bank's report found millennials contributing more to their savings than other generations.

How Plans Can Help Challenged Retirement Savers In 2023

by

In recent years, employers have gotten better at behaviorally motivating workplace retirement participants to save.

Early 401(k) Withdrawal Penalty Poses An Unfair Burden

by

People in dire need of funds shouldn't have to pay a 10% fee to tap their own savings.

SECURE 2.0 Act Is Overhyped, Says Ed Slott

by

There's still an urgency to act when it comes to moving assets from tax-deferred to Roth accounts, he said.

Are Extended RMDs A Gold Mine Or Tax Trap?

by

The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Popular 401(k) Funds Rebound After Tanking In 2022

by

Some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.

IRA Assets Hit $14 Trillion, Cerulli Says

by FA Staff

Most of the recent increase in IRA assets can be attributed to defined contribution plan rollovers.

When It's Time To Unwind, What Will DC Plans Do?

by

When target-date funds reach their target, what happens next? A new MFS survey asks participants.

How To Save For Retirement By Paying Down Student Loans

by

Employers can now extend their 401(k) match programs to employees' student loan payments.

Half Of Americans Paused Retirement Savings Last Year, Survey Says

by FA Staff

About a third of savers withdrew money from retirement savings to keep up with rising costs, the survey said.

Inflation Tops List Of Americans' Retirement Concerns

by

And anxiety about inflation affects women more than men, according to a State Street survey.

The Biggest Changes For 401(k) Retirement Savers

by

A spending bill signed by President Biden includes expanded access to retirement plans and new rules for 529 accounts.

If You Don't Want A GoFundMe Funeral ...

by

How one young advisor uses the site's $330M funeral crowdfunding to educate clients on term life insurance.

Retirement Planners See New Opportunities As SECURE Act 2.0 Nears Final Approval

by

The legislation's retirement system changes have received praise from much of the financial community.

How 'Efficient' Portfolios Have A Holistic Aspect, Blanchett Explains

by

Advisors have to consider factors beyond return and risk to best serve their clients, the researcher said.

[1]  1 2 3 4 5 6 7 8   [68]