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1933 posts
Factors That Could Decide Presidential Election: Excel 401(k) 2020 Digital Series
During a retirement planning seminar held the day before the Nov. 4, 2016 election, Samuel Henson admits he…
A Good Move: Moving Company Transfers Nearly $2 Million to Employees’ 401ks
In a year filled with more than its fair share of bad news, here’s some good news about…
Tips to Help Protect 401(k) Participants From Fraud in Turbulent Times
COVID-19 is stressful enough, with market volatility impacting retirement nest eggs, and economic uncertainty contributing to short-term financial…
Airline Industry Headed for Black Thursday with Mass Layoffs Expected
Oct. 1, 2020, is looking like a particularly dark day in history for the U.S. commercial airline industry,…
From Tired to Inspired: A Roadmap for 401(k) Roll-ins
As I wrote in a previous article, 401(k) automated portability is an idea whose time has come. To…
U.S. Rises in 2020 Global Retirement Index
The United States rose two spots to No. 16 among developed nations in the 2020 Global Retirement Index…
DOL Lifetime Income Disclosure Regulation Explained
In 2019, the SECURE Act amended Section 105 of ERISA. That section requires participant benefit statements to be…
Where America’s 401(k) Assets Sat in the Second Quarter
Overall retirement assets were $31.9 trillion as of June 30, up 11.2% from March, the Investment Company Institute…
How Millennials Plan to Buck Traditional Retirement Norms
New research from Vanguard explores how Millennials are planning to redefine and challenge traditional retirement norms like retiring…
Americans Eager to Review, Change Benefits Due to COVID-19
Roughly seven in 10 employees (71%) plan to spend more time reviewing voluntary benefit options offered by their…