Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

On Aug. 7, Pres. Donald Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors, aimed at expanding the investment choices available to participants in defined contribution retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).

When you’re trying to save for both your children’s education and your own retirement, it’s easy to feel pulled in two directions.

A 401(k) plan is not a “set it and forget it” benefit. For plan participants, the middle of the year is a strategic checkpoint.

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

For plan sponsors, staying informed about these developments is crucial, as their potential passage could require updates to plan documents, administrative practices, participant communications, and investment policies.

In today’s dynamic workplace, financial wellness has evolved from a perk to a strategic priority. Forward-thinking plan sponsors recognize its power to reduce employee stress, improve productivity, and strengthen retirement outcomes through personalized, accessible, and comprehensive financial well-being programs.

Employees in the sandwich generation face unique financial pressures as they support aging parents and dependent children while saving for retirement. How can 401(k) plan sponsors provide targeted resources, plan features, and benefits to help ease their financial burden?

For retirement plan sponsors, understanding why Roth 401(k)s are gaining traction is critical to providing a competitive and effective retirement plan offering.

Cybersecurity has evolved far beyond an IT concern—it’s now a critical fiduciary obligation for 401(k) plan sponsors. With increasingly sophisticated cyber threats and the high value of retirement accounts, employers must take proactive steps to safeguard participant assets and sensitive information.

Are you tired of getting surprised with a large tax bill every year because of your stock-based compensation? You’re not alone. Busy executives like you juggle a million things, and tax planning often gets pushed to the back burner.