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.
7 Ways to Tap Retirement Funds Early (With Minimal Penalties)
By John ManganaroWithdrawing retirement plan assets before age 59.5 is neither illegal nor necessarily an inherently bad financial move.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 13, 2025
Fisher Retirement Solutions Rebrands, One Year Into OperationsThe change to Fisher SMB, says Nathan Fisher, represents “more than just a new logo or a fresh look.”
June 09, 2025
Nationwide Rolls Out Advisor-Sold 401(k) SolutionRetireAssist features “core” and “flex” offerings tailored for small and midsize employers, respectively.
June 04, 2025
Number of 401(k) Millionaires Drops Nearly 5%The market downturn in the first quarter substantially reduced that cohort on Fidelity’s platform.
May 28, 2025
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New OfferingA platform enabling leverage in retirement accounts has left many advisors skeptical, while others see a potential role.
May 22, 2025
Spending Drops in Retirement, but Satisfaction Doesn't: BlanchettThe PGIM researcher finds some good news for clients who may need to cut back.
May 20, 2025
Pre-Retirees Now Get 4 Years to Supercharge Their SavingsUnder Secure 2.0, "bonus" catch-up contributions for ages 60 to 63 are allowed starting this year.