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.
Liability-Driven Investing, Explained
By Roger WohlnerWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 19, 2022
Retirees Stay the Course in Bumpy Q2: FidelityOf those who did make a change, 85% made only one, with most shifting savings to more conservative investments.
August 19, 2022
Better Service Means Better Retirement Security: Mutual of America's Brian SeverinThe Mutual of America marketing executive wants to help workers understand the importance of compound interest.
August 17, 2022
Employers Interested in New Retirement Plan Ideas: Transamerica InstitutePotential plan sponsors said concerns include cost, hassles and apathy.
August 11, 2022
New Bill Would Boost IRA, Retirement Plan Contribution Limits for 1 YearContribution limits for 2023 would be $24,500 for workplace retirement plans and $10,000 for IRAs.
August 11, 2022
Help Retirement Plan Sponsors With Notice Delivery RequirementsWhen employers are wrestling with mailing lists, they might want to hear about a better way.
August 09, 2022
IRS Gives 3-Year Extension on Secure, CARES Act AmendmentsIt's giving "retirement plan sponsors and IRA custodians more time to amend their documents," Ed Slott says.
August 04, 2022
Your Client Left Their Job. What Should They Do With Their 401(k)?The best strategy will vary by client and may involve a combination of tactics.