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.
Industry Groups Press Lawmakers to Pass Secure Act 2.0
By Melanie WaddellIf Secure Act 2.0 fails to get attached to a budget bill, the sweeping retirement bill "will languish" next year, says ERISA attorney Brad Campbell.
November 16, 2022
Secure Act 2.0 Could Be Signed Into Law Next MonthJ. Mark Iwry, a retirement official in the Obama-Biden administration, laid out Wednesday where the sweeping retirement bill stands.
November 15, 2022
10 Retirement Planning Steps for Clients to Take Before 2023The market dislocations of 2022 have caused significant pain but also raised significant retirement planning opportunities.
November 14, 2022
Women Boosting Savings, Investments as They See Recession Ahead: SurveyIn a new survey, 68% of women expect a recession and 92% say they're maintaining or boosting savings.
November 11, 2022
Important Deadline Approaching for Clients Who Tapped 401(k)s During PandemicEnsure these clients are reaping the tax benefits afforded to them under the CARES Act.
November 02, 2022
New House Bill Allows Automatic 401(k) RolloversThe bill enables workers to "manage all their retirement assets in one place," says ERISA attorney Steve Saxon.
October 28, 2022
54% of Consumers Have Cut Retirement Savings Due to Inflation: Allianz LifeThe share of millennials that reported stopping or reducing retirement savings because of inflation was even higher.
October 27, 2022
Time to Retire the 4% Rule, Retirement Pros SayThe rule was meant to be a guideline, not a real plan, David Blanchett, David Lau and Shannon Stone say.