401(K)

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  1. Articles

    401(k) loan balances hold steady as average account balances climb

    Most loan takers are in their 40s, earning $40,000 to $60,000 a year, report finds.

  2. Articles

    FSI to fight rollout of auto IRAs

    As Illinois pushes ahead with its automatic retirement savings account program, the Financial Services Institute argues the savings plans pose competition to advisers and will work to discourage other states from following suit.

  1. Articles

    Powerful GOP senator to defend retirement tax incentives

    Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.

  2. Articles

    401(k) plan costs decline as indexing becomes more popular

    Average asset-weighted total plan costs for 401(k) plans dropped to 39 basis points in 2012 vs. 49 basis points in 2009, according to a report Monday from the Investment Company Institute, and BrightScope, a company that evaluates 401(k) plans.The decline in expenses — management fees,

  3. Articles

    How to avoid a tidal wave of taxes from IRAs

    Pre-retirement planning strategies help reduce tax impact from required minimum distributions.

  4. Articles

    Americans have a low retirement IQ

    More than 75% are clueless when it comes to drawing down income in their golden years.

  5. Articles

    Corporate bonds fly off the shelves ahead of looming rate hikes

    Tuesday's Breakfast with Benjamin features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).

  6. Articles

    How to help clients navigate the choppy HSA waters

    Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.

  7. Articles

    Integrate college, retirement plans

    Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.

  8. Articles

    Health savings accounts: Transforming health care, forcing hard choices

    Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.

  9. Articles

    Retirement plan contribution limits for tax year 2015 bring new opportunities

    Higher limitations for contributions gives advisers a chance to remind clients to save.

  10. Articles

    The 401(k) gender gap: Women are saving more than men

    Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.

  11. Articles

    Rollovers of 401(k)s into pension plans gets government agency backing

    With move, the Pension Benefit Guaranty Corp. clears the way for annuitization of the funds.

  12. Articles

    Broker-dealers sound off as AIG leads off with first annuity for 401(k)s

    Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)

  13. Articles

    DOL to review documents in 401(k) excessive fee suit

    The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.