Browsing Tag
Participant Outcomes
372 posts
Best Cities for Retirees – Who Cares?
Despite what the proliferation of “best cities for retirees” reports would suggest, people are less likely to move…
Marsh & McLennan Agency Acquires Compass Financial Partners
Compass Financial Partners, a Greensboro, N.C.-based retirement consulting and investment advisory firm led by former 401k Specialist Top…
Wealthy Retirees Will Lose Almost 25% of Retirement Income to Taxes
Retirees in the top 20% income bracket will pay 11% in taxes on their retirement income, while those…
January Top Advisor by Participant Outcomes (TAPO)—Brian Hartstein
Raised in Retirement Plans “I’m an intense guy from New Jersey, so I speak very quickly,” Brian Hartstein…
4 Retirement Planning Tips for the Self-Employed
An increasing share of American workers have found themselves in nontraditional work arrangements over the past 10 years,…
Investors in the Retirement Savings Drivers’ Seat
Investors are hungry for control in these uncertain times, according to a poll by Wells Fargo, and the…
Half of Investors Report Pandemic Pinch on Retirement Prospects
Over half of Americans (53%) say COVID-19 is negatively impacting their retirement plans, according to a survey released…
One ‘Easy’ Fix for Social Security
Many of the changes that get tossed around to address the Social Security trust fund shortfall are “political…
401k Sponsors Set Sights on Planning, Income Products in 2021
Plan sponsors are eager to give their participants more support in financial planning, as 78% said they will…
Did Coronavirus Relief Help DC Participants Continue Saving?
There was some nervous activity among defined contribution plan participants in the first three quarters of 2020, according…