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.
Vanguard to Launch New Target Date Funds for Younger Investors
By Ginger SzalaThe firm's 2015 vintage TDFs will close to new investments in mid-February.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 27, 2021
10 States With Auto-IRA ProgramsA growing number of states have mandatory auto-enrollment retirement plans in place or will start these programs in the next few years.
December 21, 2021
How Your Small-Business Clients Can Maximize the QBI Deduction in 2021Business-owning clients still have time to reduce taxable income while securing their own retirement.
December 20, 2021
How to Use Retirement Assets for Startup ExpensesThere are a few ways to use 401(k) savings to fund a new business, but be careful to follow IRS rules.
December 15, 2021
SIFMA, ICI Support DOL's ESG Proposal for 401(k) Plans, With ModificationsThe American Securities Association, which represents regional financial services firms, opposes the proposal.
December 13, 2021
RMD Planning for 2021 and BeyondA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 13, 2021
Trendspotter: 401(k) Participants Are Staying in Plans After RetirementFor some advisors, this trend raises questions about compensation and conflicts of interest, retirement researchers say.