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.
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…
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…