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.
What 4% Rule? Morningstar Has a New Number
By John ManganaroThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 05, 2024
Number of 401(k) Millionaires Rises Nearly 10%: FidelityThe average 401(k) balance stands at $132,300, which is up 23% since last year.
November 26, 2024
How an Advisor Gets Clients Under 50 to Save for RetirementOne key is to frame retirement as a "work-optional lifestyle," Chelsea Ransom-Cooper says.
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
November 01, 2024
IRS Sets 401(k), IRA Contribution Limits for 2025The tax authority also announced changes to catch-up contributions tied to Secure 2.0.
October 29, 2024
Is It Time to End the 401(k)?Behavioral economist Shlomo Benartzi wants to switch to portable accounts; retirement plan experts cry foul.
October 22, 2024
IRS Clarifies When Retirement Plan Overpayments Can Be Rolled OverThe guidance allows "plans to refrain from going after innocent retirees who received too much," J. Mark Iwry says.