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.
401(k) Advisors: Be True to Your School
(From 401(k) Specialist, Issue 3, 2016) I think Jerome Schlichter is a “Jerky Boy.” Any Gen Xer will…
401(k) Advisors MUST Educate Plan Sponsors on Two Numbers
With the advent of new and more stringent regulations from the Department of Labor and Securities and Exchange…
Why Decrease In 401(k) Revenue Sharing is Good, and Bad
Little surprise, 401(k)-consulting giant NEPC finds revenue sharing agreements on the wane, as fixed-dollar agreements with service providers rise…
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…