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.
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity Reversal
By John ManganaroThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 05, 2024
IRS Seeks Feedback on Saver's Match Under Secure 2.0The agency and the Treasury Department want comments on all aspects of the retirement account contributions.
September 05, 2024
Self-Directed Retirement Account Balances Rose on Stock Rally: SchwabAdvised accounts had more assets and more balanced allocations than non-advised accounts.
August 29, 2024
Auto-Enrollment Alone Can't Fix Retirement Shortfalls: ResearchAutomatic enrollment and escalation show promise, but a new analysis details their limits.
August 23, 2024
Only 8% of Workers Say They'll Wait Till 70 for Social Security: SurveyHalf of non-retired Americans said they are concerned or very concerned about outliving their assets, Schroders reported.
August 19, 2024
JPMorgan Jumps Into 401(k) Annuity MarketThe bank is looking to offer target-date funds with annuitization features, including options from Equitable and Prudential.
August 09, 2024
New Bill Extends 401(k) Access to Workers Under 21The Helping Young Americans Save for Retirement Act would require plans to be open to workers 18 and older.
July 26, 2024
How a Generative AI System Handled a 401(k) QuestionChatGPT is prefacing some answers with "it depends on the situation," which is where financial advisors come in.