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401 (k) Plans


  • 401(k) In-Plan Roth Conversions

    You may have heard the buzz … 401(k) plans can now permit in-plan Roth conversions. But is this an option for you?

  • Borrowing or withdrawing money from your 401(k) plan

    If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. 

  • Understanding 401(k) Plan Fees and Expenses

    If you direct your own 401(k) plan investments you'll need to consider the investment objectives, the risk and return characteristics and the performance over time of each investment option offered by your plan in order to make sound investment decisions. Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income.