Browsing Tag
Retirement Planning
356 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
Relief! Employer-Sponsored Student Loan Benefit Bill Introduced
Americans have too many immediate expenses to pay to even consider long-term saving, the theory goes, one of…
Concerns Over Lack of 401k Cybersecurity Concerns: Terry Dunne
One of the most remarkable findings of Callan’s 2019 Defined Contribution Trends report is that cybersecurity is not…
No Kidding: Going Broke Remains Top Retirement Concern
Running out of money remains the top financial concern of clients planning for retirement, but they aren't as stressed as they used to be, CPA study finds.
Do Millennial Employees (Really) Love Your 401(k) Plan?
It’s Valentine’s Day, and retirement plan advisors and plan sponsors can play Cupid with millennial employees and a company’s 401(k).
Top 401(k) Professional Program Gets Major Upgrade
On Tuesday, record-keeping colossus Ascensus announced that it has restructured its Elite Advisor program to enable financial advisors…
Fred Reish: Better To Act BEFORE You Get Sued
401(k) fiduciary best practices help sponsors reduce lawsuits, ensure compliance, and protect plan participants effectively.
401(k) Trading: Volatility’s Retreat or Eye of the Storm?
401(k) trading activity slowed in January 2019, marking the slowest start in over 20 years as investors favored fixed income funds.
Shlomo Benartzi: Fairness Key to Participant Annuity Use
Why are retirees wary of annuities, Shlomo Benartzi rhetorically asks? Let us count the ways: high commissions, outrageous…
3 Reasons for Early Retirement: What Matters Most?
The Center for Retirement Research at Boston College asks and answers an important question, “More than a third…
Wrong! Zweig Zeros In on 401(k) Fix
Intelligent, witty, entertaining, he slays sacred cows with more gumption and gusto than his predecessor Jonathan Clements. But with this he’s plain wrong.