Viewpoints about 401(k)
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Defined contribution plan terminations—what plan sponsors need to know
There’s more to terminating a qualified defined contribution retirement plan than just stopping contributions. Find out what the process involves.
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When SIMPLE isn’t best: why a 401(k) may beat the SIMPLE IRA
Sponsoring a retirement plan can help you attract, retain, and reward employees.
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What you need to know about converting your 401(k) to a Roth IRA
Understand your options for managing 401(k) accounts from former jobs, the differences between pretax and Roth accounts, and the potential upside of converting to Roth.
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Eight things to know about joining your 401(k)
Know these items when joining a retirement plan: eligibility requirements, contribution limits, combining accounts, Roth access, matching contributions, vesting schedules, investments, and withdrawals.
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What's the potential benefit of a managed account as you approach retirement?
Your workplace retirement plan may offer a feature that can help with the transition from retirement saving to retirement spending. It’s called a managed account—and here are a few reasons to consider looking into it.
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Is your old retirement plan moving to a new provider? Here’s what you can do
What should you do when you're still in a former's employer's retirement plan--and you find out that a new financial institution will be servicing it? See your four options and tips for choosing one.
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What happens to my 401(k) when I retire?
For years, you’ve been contributing to your 401(k) plan at work. But what happens to your account when you retire? Here’s a look at how things will change—and some of the decisions you’ll eventually need to make.
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Four reasons to consider staying in your 401(k) after leaving a job
Some employers may let outgoing employees remain in their 401(k) plan, but will this be a good move for you? Here are a few reasons why staying in your old plan might make sense—at least for a while.
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Steps to setting up your small business 401(k)
Key steps in establishing a 401(k) plan and tailoring the plan design to meet the needs and objectives of a smaller enterprise and its employees.
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Why upgrading from SIMPLEs to 401(k)s may make sense
Incorporating retirement plans into your advisory business can be a great way to grow your practice. You can show your value to plan sponsors by clearly outlining the differences between SIMPLEs—IRA or 401(k)—and traditional 401(k)s.
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