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.
Beware of Losing Solo 401(k) Status
By Robert Bloink | William H. ByrnesBusiness-owner clients with these retirement plans must amend them immediately if they hire an employee.
August 29, 2023
TIAA Exec: Put Deferred Fixed Annuities in 401(k) PlansPhil Maffei says annuity stability can let a client be more aggressive with other plan assets.
August 28, 2023
The Risks of Raising 401(k) Default-Savings RatesHere's why pushing default contributions rates ever higher may not be the best solution to the retirement savings shortfall.
August 17, 2023
New Retirement Bill Stops Spouses From Emptying 401(k)sThe Women's Retirement Protection Act of 2023 sets up spousal protections for 401(k)s, among other provisions.
August 08, 2023
What Happens to 401(k)s, IRAs When Older Clients Get DivorcedRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
July 27, 2023
Retirement Plan and Wealth Manager Silos Are Fading Fast: Jamie Hopkins"It's been a huge shift, and we believe there is ... much opportunity ... if you have the right approach," says the Carson Group executive.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.
June 29, 2023
Would You Trust Your Clients With a 401(k) Credit Card?Many advisors say the idea might sound good on paper, but they worry about the real-world consequences.