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.
New Broadridge Consortium to Push for Annuities in Retirement Plans
By Ginger SzalaThe group intends to educate advisors and plan sponsors and to create a "due diligence framework" for retirement income solutions.
April 29, 2022
Debate: Should Employers Be Required to Offer Roth Accounts to Some Workers?Two professors discuss the merits and feasibility of the "Rothification" of catch-up contributions under Secure Act 2.0.
April 29, 2022
Get Ready for New DOL IRA Rollover Guidelines This SummerAdvisors should brush up on rollover standards now to ensure they're ready to comply come July.
April 26, 2022
DOL Has 'Grave Concerns' With Fidelity's Bitcoin 401(k) Move: WSJCybersecurity consultant John Reed Stark, financial planner Jeff Levine and Morningstar's Christine Benz also aired concerns about the move.
April 26, 2022
Fidelity to Offer Bitcoin in 401(k)sSome 23,000 firms using Fidelity to administer their retirement plans will soon be able to offer Bitcoin as an investment option.
April 25, 2022
This Overlooked Strategy Helps Early Retirees Avoid IRA Withdrawal PenaltiesSEPPs can provide needed income before age 59 1/2, but advisors must consider the details carefully.
April 22, 2022
LIMRA Adds an Annuity Research HeadEBRI has hired two retirement security researchers.
April 22, 2022
Use an Annuity to Solve the Stretch IRA Problem: Idea FileGary Mettler says the IRS closed one door but left another door open.