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401(k)

Give Your Retirement Plan a Boost

Submitted by Bernhardt Wealth Management on October 30th, 2017

Good news from the IRS? This probably sounds like an oxymoron to many people.

Tags:
  • 401(k)
  • Investing
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401(k) Plan Basics

Submitted by Bernhardt Wealth Management on July 3rd, 2017

If you work for a company that sponsors a retirement plan, you should certainly take full advantage of this excellent opportunity to save for retirement on a tax-advantaged basis. But many people are hazy on the details of how various types of plans work. Some even use the terms “pension plan” and “401(k) plan” as if the two were synonymous.

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  • 401(k)
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Will the DOL’s Fiduciary Rule Survive?

Submitted by Bernhardt Wealth Management on November 28th, 2016

A few weeks ago, RIA Biz ran an interesting article on the fate of the DOL’s fiduciary rule where MarketCounsel president and CEO Brian Hamburger predicted a Trump admi

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  • 401(k)
  • Fiduciary
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Pay Attention to the Fees in Your 401(k) Plan

Submitted by Bernhardt Wealth Management on September 5th, 2016

I’ll summarize my takeaways below, but if you have 20 minutes, watch this entertaining segment from John Oliver: “Retirement Plans: Last Week Tonight with John Oliver”

Tags:
  • 401(k)
  • Annuities
  • Retirement Planning
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The Recent DOL Fiduciary Ruling

Submitted by Bernhardt Wealth Management on July 21st, 2016

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  • 401(k)
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Is the DOL Fiduciary Rule Here to Stay?

Submitted by Bernhardt Wealth Management on June 19th, 2016

We heard some good news about the Department of Labor’s (DOL) new fiduciary regulations last week. William McNabb, chairman and chief executive officer of Vanguard, said at the Morningstar Investment Conference last week that he believes the new regulations will be enacted, despite a flurry of lawsuits filed against the new rules.

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  • 401(k)
  • Fiduciary
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DOL’s Fiduciary Ruling Faces Legal Challenge

Submitted by Bernhardt Wealth Management on June 5th, 2016

The lawsuit everyone has been waiting finally arrived last week, perhaps opening the litigation flood gates.

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  • 401(k)
  • Fiduciary
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Auto Enrollment’s Impact on 401(k) Plan Participation

Submitted by Bernhardt Wealth Management on December 7th, 2015

When it comes to saving for retirement, getting started is the biggest hurdle for most investors. For Baby Boomers, access to tax-advantaged retirement savings plans like 401(k) plans often provide the necessary nudge.

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  • 401(k)
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Much Ado about Excessive Fees in 401(k) Plans

Submitted by Bernhardt Wealth Management on May 31st, 2015

“More.” That’s the response when a young child eats her first piece of birthday cake. It’s also the quintessential response to investment information; however, much as it is with birthday cake, more information is not always better. But that doesn’t stop investors from behaving like gluttons.

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  • 401(k)
  • Fiduciary
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Department of Labor’s Proposed Amendment to the Fiduciary Rule

Submitted by Bernhardt Wealth Management on May 3rd, 2015

(Note: Last week we discussed the new rules proposed by the Department of Labor (DOL) to require financial advisors act solely in their clients’ best interests when investing for retirement. If you missed it click here: A Fiduciary Standard for Retirement Plans?)

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  • 401(k)
  • Fiduciary
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