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.
fi360’s Aikin: The ‘Opportunity’ in the 401(k) Fiduciary Rule
The fi360 chief and all-around 401(k) fiduciary expert clues us in on DOL’s next steps – and…
Dave Ramsey: 401(k) Savers ‘Scared, Confused’ and in Need of What?
We’d be very surprised if he found them calm, cool and completely collected, especially in light of upcoming All…
Troubling Trends for Hispanic 401(k) Savers
A closer analysis of 401(k) participants by race and/or ethnicity finds troubling low rates of coverage among the…
Regulator Fight! Elizabeth Warren to Obama, ‘Fire Mary Jo White’
Senator Elizabeth Warren, D-Mass., asked President Obama to replace commissioner Mary Jo White as chair of the Securities…
Why Mutual Fund Drama Makes CITs, Alts More Attractive in 401(k)s
The establishment’s rattled. It might seem like a campaign update but actually refers to the growing popularity of…
Mutual Funds Get Regulatory Makeover With Tougher Reporting Requirements
Fears over the effects of a possible run on mutual funds were addressed Thursday when the Securities and…
David Reich on LPL’s Response to 401(k) Fiduciary Rule
How should financial wellness be defined, where are we headed in 401(k) tech, and why aren’t we sick…
4.9 Million Reasons for Advisors to Use Social Media
Maybe Sheri Fitts is wrong. The popular social media marketing (social selling) expert in the 401(k) space routinely…
401(k) Allegations Grow as Wells CEO Stumpf Steps Down
Embattled Wells Fargo chairman and chief executive officer John Stumpf is stepping down effective immediately, the bank announced…
More Focus on Mid-Market 401(k)s
Another indication of the efficacy of targeting the mid-market 401(k) plan business. Cerulli Associates recently took a look…