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.
Active 401(k) Funds Need Help
Active funds continue to get pounded, although the beating has slowed a bit. Research behemoth Morningstar reported $25…
3 Reasons 401(k) Investment Costs are Rising
A rapid fire presentation from Burt White, CIO of LPL Financial, at the company’s conference in Colorado Springs, Colorado on…
8 Questions to Ask About 401k Plan Administration
Your clients look to you for counsel and advice—especially when it comes to fulfilling fiduciary obligations around ERISA-mandated…
Morningstar to Compare Mutual Funds with ETFs
While experts contend it should never be an either/or decision when deciding on mutual funds and ETFs in…
401k Provider Symmetry Partners Hires Former Blackrock Exec
Asset management and 401(k) provider Symmetry Partners has hired former BlackRock director Timothy Baker, CFA, as director of product…
401(k) Firm CLS Investments Names New CEO
In a surprise announcement, 401(k) managed portfolio provider CLS Investments said Ryan Beach has been named CEO, replacing…
The End of Dodd-Frank?
“Economic growth for all, bank bailouts for none.” It’s part of the language included in an announcement last…
CEO Under Fire for 401(k) Salary Deferral Mismanagement
A lesson in trust and the timely remittance of deferrals. The CEO of a nonprofit mental-health agency in Ohio…
10 Facts About 401(k) Plans: Investment Company Institute
401(k) Plan Insights: Discover crucial stats on contributions, investments, and age groups to optimize your retirement planning.
Senators Introduce Bill to Consolidate 401(k) Form 5500
Claiming only 22 percent of workers at small firms currently have access to a workplace savings plan, Senate…