Browsing: 401k

Jackyenjoyphotography | Moment | Getty ImagesMore from Financial Advisor Playbook:Here’s a look at other stories affecting the financial advisor business.For workers who suddenly find themselves without…

Peter Cade | Getty ImagesThe IRS has announced new 401(k) catch-up contribution limits for 2026.In its release on Thursday, the agency increased the 401(k) contribution limit…

A recent decision by the Securities and Exchange Commission to begin allowing fund companies to create ETF share classes of traditional mutual funds is expected to…

Kate_sept2004 | E+ | Getty ImagesThere’s a big change coming for 401(k) plans that could impact a popular tax break for higher earners, experts say.For 2025,…

How many 401k rollovers per year you can do depends on the type of rollover. The rules look simple, but the details decide your taxes, timing,…

When can you pull money from your 401(k) without a penalty? It’s one of the first questions people ask because your whole timeline can hinge on…

Kate_sept2004 | E+ | Getty ImagesThe IRS and U.S. Department of the Treasury this week finalized rules for certain provisions from the Secure 2.0 Act of…

Kate_sept2004 | E+ | Getty ImagesIf you’re an older worker who wants to boost retirement savings, you could benefit from a big 401(k) change, experts say.For…

Americans are saving more in their 401(k) plans than ever before. The average savings rate in 401(k) plans at Fidelity Investments rose to a record high…

Retirement account balances, which fell at the start of the year due to market volatility, bounced back in the second quarter, according to the latest data from…