Tag: 401k

Article
April 10, 2025
Roth 401(k) plans

The Rising Popularity of Roth 401(k)s: What Plan Sponsors Need to Know

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

Article
April 10, 2025
Cybersecurity and 401(k)

Cybersecurity and 401(k) Plans: Top Priority for Plan Sponsors in 2025

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.

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October 2, 2024
Save Money on Taxes as an Executive

How Can I Save Money on Taxes as an Executive? | Ask a Savant Financial Advisor

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.

Article
August 8, 2023
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Retirement Savings Basics

One of the keys to building a healthy and sustainable retirement savings plan is to take full advantage of an employer-sponsored retirement account. Here are several factors to consider when reviewing your retirement plan options.

Article
October 4, 2021
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Is Your 401(k) Failing You?

Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

Article
September 13, 2021
Retirement

Benefits of Rolling Over Your 401(K) to an IRA

One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations.

Article
August 3, 2021
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On Tithing and Retirement Income Planning

People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.

Article
January 26, 2021
Should You Buy Company Stock as Part of your 401(k

Does it Make Sense to Buy Company Stock as Part of your 401(k) Plan?

Buying company stock as part of your 401(k) plan may be beneficial from a tax perspective.

Article
November 3, 2020
Benefits of Lump-Sum Pension Plan

Benefits of Lump-Sum Pension Options

As more employers shift from pensions to 401(k) plans, more employees will need to figure out how to handle their options. Financial advisor Chris Ruedi discusses some of the benefits of lump-sum pension options.

Article
August 3, 2020
What to Consider Before Tapping Into Your 401(k)

What to Consider Before Tapping Into Your 401(K) Under the CARES Act

The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.

Article
November 17, 2018
Retirement

Small Business Owners: Do You Know Your Retirement Plan Options?

Why should employers care about having a retirement plan as a part of their benefits package? Two answers and several options.

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