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.
Debate: Should 401(k) Catch-Up Contributions Be Roth-Only for High-Income Taxpayers?
By Robert Bloink and William H. ByrnesUnder Secure 2.0, it's an all-or-nothing question for employers starting in 2026.
July 16, 2025
JPMorgan Chase Debuts Solo 401(k)sThe new solo 401(k) is designed for entrepreneurs and self-employed individuals with no full-time employees.
July 08, 2025
Two Advanced 401(k) Strategies for Tax-Efficient Retirement IncomeThese techniques can help clients give other assets — an IRA or Social Security benefits — more time to grow.
June 30, 2025
How to Soothe 'Really Worried' Retirement Savers: Jamie HopkinsHere are five ways to boost pre-retirees' confidence, according to the Bryn Mawr Capital Management CEO.
June 27, 2025
7 Ways to Tap Retirement Funds Early (With Minimal Penalties)Withdrawing retirement plan assets before age 59.5 is neither illegal nor necessarily an inherently bad financial move.
June 25, 2025
10 New Stats on How 5M Americans Save for Retirement: VanguardAccess to professional financial advisors and automated plan designs are boosting workers' wealth accumulation.
June 24, 2025
Senate Passes Stablecoin Bill, Lessening Restrictions on Crypto in 401(k)sThe Genius Act for the first time establishes federal guardrails for stablecoin.
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.