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In this episode, we ask:

• Why the buzz on the 401(k)?
• Who is Nobel Prize winner, Harvard University Professor Emeritus, Robert Merton and what is he saying about retirement plans?
• What happened to good, old-fashioned pensions?
• What is a 401(k) plan, exactly? When was the first 401(k) started?
• What did Katrina find when she googled the words “401(k) news”?
• Who is considered the father of the 401(k), Ted Benna, and what is he saying about the 401(k) today?
• What are Ted Benna’s most recent financial recommendations?
• Oooh. What did Holly find in the Wall Street Journal?
• How were corporations managing their books differently when they offered pensions?
• Are 401(k)s safe or risky?
• Where were tax rates in the early 80’s? How do these compare to today’s rates? How does this affect the performance of the 401(k)?
• Who is Nelson Nash, and what is he saying about qualified plans, including the 401(k)?
• Who is Nobel Prize winner, Richard Thaler, and what is he saying about 401(k) participation?
• What about employer benefits, like the merits of the match?
• …More!

Holly’s reference to the Wall Street Journal

This is the first episode in a three part series on qualified plans, like the 401(k). Continue with us on our deep dive into thinking differently about the 401(k) in Episode 10 and Episode 11, too.