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.
Merrill Employee Error Causes Walmart 401(k) Data Breach
By Dinah Wisenberg Brin"We are not aware of any misuse of the personal information disclosed," Merrill's parent said.
A Conversation with Cetera Financial Group's Head of Workplace & Retirement, Jon Anderson
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 06, 2024
A Conversation with Endeavor Retirement Founder Bonnie TreichelIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Bonnie Treichel, the well-known retirement legislation and regulation attorney who founded Endeavor Retirement and Endeavor Law.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 24, 2024
BlackRock Launches In-Plan Lifetime Income ProgramThe asset manager is now offering Brighthouse and Equitable annuitization options through three big retirement plans.
April 19, 2024
10 Industries With Worst Performing 401(k) PlansThere are dramatic differences when it comes to average account balances, participation rates and other metrics.