Tag: 401(k)

Fixing—Not Nixing—the 401(k)

Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...

NY Life Issues 401(k) Planning Videos

A series of animated “whiteboards,” released by New York Life Retirement Plan Services, aims to illustrate prominent 401(k) planning concepts for employer-sponsored retirement plan participants.

ASPPA Director Warns of Tax Reform Dangers

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

Pacific Life Goes on the Road

Insurance and investment services provider Pacific Life unveiled a new strategy to educate financial advisers on opportunities and best practices for winning clients in the small to medium-sized...

DC Plans, IRAs Imply Economic Advantage

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...
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Thinking Small

Working effectively with plans with less than $5 million in assets