Browsing Tag
Retirement Planning
360 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.
HSAs Gain (Serious) Traction in Retirement Planning
Health Savings Accounts (HSA) plans are on the rise. The number of assets in HSAs “rose steadily” to…
A Way Back for Active Management 401(k) Flows?
Europe is where it’s at. Wait …what? Just months after the Brexit shock, active mutual funds focused on…
Wait …What? 401(k) Savers Take on More Risk for Same Return
Callan Associates is out with surprising new research that finds that 401(k) savers and investors must take on…
Younger Workers Seriously Stressed-Out by Their 401(k)
Millennials get it—younger workers, both male and female, say they are relying on themselves for the money they’ll…
Is Regulation Driving Innovation in 401(k) Fee Models?
Flat Fee Asset Management helps 401(k) investors save with household pricing, offering affordable, client-first investment services.
What happened with 401(k) Saving in the First Half of 2016?
401(k) participants stayed the course in 2016, continuing contributions and keeping withdrawals low despite global market uncertainty.
How Will 401(k)s Perform Over the Next Decade?
An accurate reflection of the New Normal, or another pessimistic 401(k) prediction destined to pass? “Portfolios dominated by…
The Key to Better 401k Participant Outcomes: Olivia Mitchell
What if there was a way to “put the pension back” into 401(k) plans? Intriguing question, one in…
New York Times Nonsense: Donald Trump and Defined Contribution Plans
Sage speaker of truth to power, or Looney Toons billionaire with bad hair. However you feel about Donald…
Boomers Have ‘Awkward’ 401(k) Talk With Kids: Study
While not as awkward the “birds and the bees,” baby boomers nonetheless want to be more open about…