Browsing Tag
401(k)
3585 posts
What is ‘Peak 65’ and Why Should Pre-Retirees Care?
“Peak 65” is a term used to describe the point in time when more Americans will turn age 65…
March 30, 2021
More Weak 401k Criticism Doesn’t Stand Scrutiny
CBS News is the latest media outlet to take a swipe at 401ks by employing the extremely in-vogue…
March 25, 2021
COVID-19 Creating Huge Challenges for Higher-Ed Retirement Plans
As a result of the pandemic, 41% of higher education institutions have already reduced or stopped their employer…
March 25, 2021
Episode 3: 100% 401k Plan Participation? Here’s How it’s Done
Welcome to another edition of TAPO Talk, a discussion with top advisors about what sets them apart. This…
March 24, 2021
Mutual Fund Expense Ratios Continue Decades-Long Decline
What’s a fee; what’s an expense? Does a difference really matter? Thankfully, both are in decline, at least…
March 24, 2021
82% Say Pandemic has Negatively Impacted Retirement Plans
Roughly eight-in-10 Americans (82%) say the events of the past year have negatively impacted their retirement plans, and…
March 24, 2021
Rep. Maxine Waters Wants Diversity Data from 401k Firms
Congresswoman Maxine Waters, D-Calif., Chairwoman of the House Committee on Financial Services, and Congresswoman Joyce Beatty, D-Ohio, Chair…
March 23, 2021
Episode 22: Ric Edelman on Private Equity in 401ks—Exciting But Complicated
Sponsored By: Private equity and retirement plans – do they belong together? It’s a complicated issue, with…
March 22, 2021
Retirees Reduce Spending As They Age, New Research Finds
Retiree spending declines annually by 2%, a new white paper finds. Conventional retirement income planning assumes that retirees…
March 22, 2021
Target-Date Fund Assets Up, Flows Down
Assets grew but flows slowed, making for good and bad news about target-date funds in the difficult year…
March 22, 2021