Tags » 401(k)


One common piece of personal finance advice, readily available from sources as reputable as a recent article featured on the NY Times, is to max out your retirement savings account. 104 more words

Retirement Saving

Millennial Money Mistakes

We get it – you’re young and carefree. Only old, boring people think about money.

The problem with that, is well, sometime you’ll be an old boring person who thinks about money because you have no money. 542 more words

You're a Grownup.. (DON'T PANIC)

By | Ciara Speller

Stocks. Bonds. 401 K. 403 B… Any of this ringing a bell? Well, I personally was lost when it came to terminology pertaining to investment planning and financial management, until a little business located at 1653 Beacon Street in Brookline, Massachusetts, came to my rescue. 380 more words


403(b) Plans - What You Need to Know to Control Costs

by Dan Halle, Regional Director of Retirement Plan Sales

Understanding important characteristics of retirement plans help employers maintain more control over their plan offerings.  Recent changes to the structure of 403(b) plans make it a more viable option for some employers but there are crucial elements plan sponsors need to be aware of that can help reduce investment costs and employee confusion.  968 more words

Employee Benefits

Roth IRA Basics

Let’s talk one of my favorite savings vehicles: the Roth IRA. There are three key Roth IRA factors, all of which distinguish a Roth from a standard IRA or employer-sponsored retirement plan, such as a 401(k) or 403(b). 938 more words


Mid-Year Changes To Safe Harbor Plans Liberalized By IRS

The IRS recently issued a Notice 2016-16 providing guidance on the mid-year changes to Safe Harbor 401(k) plans. The notice clarifies when and under what conditions the changes made will not violate the applicable regulations of the law. 537 more words


A Simple Guide to the 401(k)

The first company I joined offered a 401k. At the time I joined the company I didn’t contribute to the 401k during the first year I was employed there. 222 more words