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.
Single Most Important Factor to Reaching 401(k) Goals
401(k) advisors might be surprised to learn they’re more familiar with famous physicist Sir Isaac Newton’s First Law…
4 Steps for 401(k) Rollovers Post-DOL Fiduciary
“When one door closes, another opens; but we often look so long and so regretfully upon the closed…
5 Pillars of 401(k) Plan Participant Success
Make no mistake, the DOL’s new fiduciary standard of care puts the spotlight on advisor services and the…
401k Cover Story: ‘Heading Towards Quarter of a Trillion Dollars’
Matt Damon “bought a zoo;” Bill Chetney bought a lodge, but the term doesn’t do it justice. In…
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…