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.
401k Form 5500 Made (Hopefully) Easier
Sometimes we think the 5500 stands for the number of head scratches plan sponsors experience when deciphering the…
How the DOL is Boosting 401k Coverage for Women
Coverage is key, but so is portability when seeking access to an effective retirement plan. In order to…
Haters Hate: Writer Cynically Rips, Unintentionally Praises, 401(k)s
Sure, the 401(k) could have been named something better, but an unintentionally amusing piece from New York magazine…
Critical 401k Fiduciary ‘Must-Haves’ for Target Date Funds
The questions are easy. The answers? Not so much—but Boston(ish)-based Beaumont Capital Management is giving it a shot when…
Beltway Bill to Help Annuities in 401(k)s Gets Boost
The Senate Finance Committee gave its seal of approval Wednesday to a bill that would make it easier…
A Hidden Gem in Recent 401(k) Report
A study and policy testimony reveal how retirement plan consolidation improves savings by addressing the tenure gap and reducing cash-outs.
One Area of Increased Retirement Planning Concern
It’s hard to call retirement outcomes successful in retirees don’t have a home. American households are entering retirement…
Why Aren’t Liquid Alts More Popular in 401ks?
In this market, of all markets, alternative investments and non-correlated assets should be more popular in 401(k)s. “I’ve…
Seismic Shift! Complete Change in How 401(k)s are Positioned
Want higher 401(k) engagement, participation rates and therefore better retirement outcomes? Position 401(k)s as retirement income distribution vehicles,…
fi360 Launches New DOL-Related Training Program
Fiduciary training and designation giant fi360 is launching Fiduciary Essentials for Advisors (FEA), a new program to assist…