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.
How to Invest a Year-End Bonus
By Roger WohlnerIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 15, 2022
Are Annuities Appropriate in a 401(k)?Now may be the ideal time for business clients to reevaluate the in-plan annuity option for 401(k) participants.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 13, 2022
10 Can't-Miss Retirement Planning Podcast EpisodesTraveling for the holidays? These illuminating listens will make the time fly.
December 13, 2022
DOL: Over $1.4B for Benefits Plan Participants Recovered in Fiscal 2022Nearly $1 billion was recovered through civil investigations, the Labor Department reported.
December 08, 2022
7 Secure Act 2.0 Provisions That Are Popular With AdvisorsA recent advisor survey by LPL found broad support for the retirement legislation.
December 06, 2022
12 Merry Retirement Statistics: 2022While worrying stats on retirement preparedness make headlines, there's also plenty of good news to celebrate.
December 05, 2022
Are Advisors Underestimating Their Clients' Retirement Anxiety?A survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."