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.
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts
By Jeff Berman"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
April 13, 2021
Betterment, SoFi Expand ServicesBetterment launched a no-fee joint checking product and its 401(k) service added a new partner. SoFi launched an auto loan refinancing service..
April 13, 2021
DOL Releases Fiduciary Rule GuidanceThe department has released FAQs for investment professionals and investors.
April 01, 2021
Lincoln Financial Uses 4/01(k) Day to Push Retirement AwarenessThe company wants to repurpose a date that's traditionally been associated with something else.
March 30, 2021
Retirement Firms Need to Rethink and Retool: PwC ReportPressure on the U.S. retirement system is intensifying, the report has found.
March 18, 2021
Don't Forget These New Rules for RMDsThe Secure and Cares Acts brought several changes to retirement plan distributions that advisors should be aware of.
March 16, 2021
401(k) Plans Have a Big Cybersecurity Problem, Need Guidance: GAOAfter a congressional request to review these risks, GAO concludes that vendors are weak links.
March 12, 2021
Unlocking the Benefits of a Reverse Rollover StrategyMoving funds from an IRA to a 401(k) can help some clients avoid RMDs — or withdraw their money earlier.