Browsing Tag
Retirement Planning
353 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.
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.
Shocking Truth About Participant-Directed 401(k) Plans
There’s been a strong push in the past 20 years for 401(k) plan sponsors to offer participant-directed plans,…
Why Attend NAPA 401(k) Summit? Networking, Knowledge And …
“It’s the cream of the crop, the crème de la crème,” Nevin Adams said with a bit of…
How Americans fail at protecting their family’s financial future
Advisors are great at encouraging consumers to save for retirement, but they often neglect talking about life insurance…