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.
Strategic Beta ETF Outlook in 401(k)s?
They’re getting all the attention. So-called strategic beta ETFs are increasingly popular, and will comprise 20 percent of client ETF portfolios…
Big Opportunity in Small 401(k) Plan Market
Think small to go big—at least with 401(k)s. That appears to be the lesson from the August 2016…
5 Surprising Fears from a 401(k) Focus Group
Employer concerns retirement plans include auto-enrollment, costs, and state-run programs, according to a Pew Charitable Trusts study.
Does 401(k) ‘Auto Portability’ Really Work?
For years, 401(k) plan sponsors and record-keepers have received research findings discussing the harm caused by participants cashing…
10 Best and Worst States for 401(k) Participants to Retire ‘Rich’
Here’s a scary (but sadly, unsurprising) fact—one-third of Americans lack any retirement savings at all. For those who…
How Long Will 401(k) Participants Really Have to Work?
It’s a question that’s becoming increasingly central to retirement planning discussions: Just how long will workers need to…
The Top 401(k) Specialist Under 40: Alex Assaley’s Keys to Success
Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference: For…
Jerry Schlichter Video Interview: Tibble’s Time, Resources and Costs
The video titled “Jerry Schlichter Video Interview: Tibble’s Time, Resources and Costs” features Jerry Schlichter discussing the extensive…
Why 401(k) and Social Security Coordination is Critically Important
For years, many retirees have considered their 401(k)s untouchable until mandatory withdrawals kick in at age 70½. But…
Health Care in Retirement Will Now Cost How Much?
Got enough money for a new house that’s just lying around? Hopefully so, because you’ll need it. Fidelity…