401(a) Plan

  

Just like a 401k plan, except employers have a whole lot more control over what happens with the money, i.e. how it gets invested, and how the employee contributes to it. 401a plans can be individually targeted so that Suzie may have a very different looking 401a plan system than loud-mouthed Judy who sits across the cubicle from her. Also, in a 401a plan, both Suzie, loud-mouthed Judy, and anyone else in the plan is required to contribute some minimum amount of money each year, whereas in a 401k plan, all contributions are optional. And lastly, in a 401k plan, the employee designates where their pension money is invested. But in a 401a plan, the boss designates where the dough goes. 401a plans are generally used for governmental and intentionally non-profit companies, whereas 401k plans treat their employees like they actually have a full brain in their skull, and are used for regular, for-profit corporations.

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Finance: What is a 401(k)?51 Views

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Finance a la shmoop... what is a 401k plan? okay say it with me tax deferred savings

00:11

that's it it's really not all that complex for the fancy numbers there all [Complex formula scribbles]

00:16

right well when you make money at work you get to defer the tax that you'll pay

00:21

on your income or earnings to be paid much later in life and you get to invest

00:28

that dough and let it ride tax-free until you take it out of your 401k plan [Money coming out of deferred savings piggy bank]

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brokerage account and then at that point well you'll pay ordinary income tax on

00:38

your gains well the 401k was a part of the tax code

00:42

that was put into motion in the 1980s as the government began to painfully

00:46

realize that Social Security wasn't all that secure and that a whole generation

00:51

of people who had paid money into Social Security wouldn't get anything back so [People protesting outside the white house]

00:57

the government opened the door and made it easy or at least easier for the semi

01:02

wealthier masses to save money for their retirement and this was a new idea at

01:08

the time a whole new concept like a flying car before then it was mama [Man talking and flying car goes by a window]

01:11

corporation who managed the pension money for her employees you know that

01:16

sucking off the corporate teat and all that stuff well it fostered a sense of

01:20

long-term lifetime loyalty to the company and was all just very you know

01:26

IBM like a born in pinstriped blue diapers IBM employee with a hard loyal [Baby boy playing with a flashing rattle]

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workforce working away there toiling in the IBM salt mines for 35 years

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then retiring at 60 and having smoked a lot dying at age 65 and then that was

01:43

all she wrote well that was then this is now it's a different era different

01:47

financial pressures so companies don't generally offer pensions today and they

01:51

don't generally manage them themselves because the cost of buying real talent

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like people who consistently beat the stock market in good times and

02:00

bad managing that 401k money is astronomically expensive and generally [Boxing gloves punching the stock market]

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speaking corporations can't afford to pay those people nine times whatever

02:09

the CEO makes so companies generally contribute some amount of money to a

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401k and then they leave it up to the employees to figure out how they want to

02:18

invest their retirement savings on their own and that's a good thing most of the

02:22

time and you know hopefully it's there when they want to go take it out and

02:25

they need the money when they're old and decrepit like like I'm getting...

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