Browsing Tag
Retirement
2367 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
Number of 401(k) Millionaires Hits Another High
401(k) millionaires are reaching record highs as retirement savers grow balances despite slight dips in average account values.
How Impulse Spending Became Impulse Saving (For Retirement)
EvoShare's Jose Anaya explains the innovative FinTech firm's cashback rewards program and its impact on saving behavior. It involves (what else?) behavioral economics to turn our self-defeating biases to benefits. Here's what it is and how it works.
Nevin Adams: ‘Bigger, Better than Ever’ 2020 NAPA 401(k) Summit
There’s A LOT planned for the 2020 NAPA 401(k) Summit in Orlando. Industry personality Nevin Adams, American Retirement…
The Move Toward MEPs
On Aug. 31, 2018, President Donald Trump signed a well-publicized executive order about strengthening retirement security in America,…
Client Appreciation Events: The Instant Relationship-Builder
Retirement plan advisors have a unique relationship with their clients, who place themselves and their futures in their…
Top Drivers of ESG Adoption
Does ESG get the returns? Do participants sacrifice performance in order to “invest in their values?” Questions at…
Ramsey’s Rules: Financial Media Mogul Dave Ramsey on the Finer Points of Leadership
Call it Dave Ramsey’s Road to Damascus, an epiphany that only comes after the hard lessons of “losing…
How ‘2019 Excel’ Excelled: Record Attendance, Real Strategies at 401(k) Event
Gaining knowledge is one thing, implementing it quite another. It’s the reason for a heavy emphasis on practical…
President Trump: ‘My 401(k) Policies Make Better Marriages’
President Trump upped the ante beyond financial stability and growth to include marital bliss as a reason he deserves another term.
401(k) ‘Cholesterol’: Are Loan Defaults a Financial Health Hazard?
Most of us learn about LDL when we visit our doctors each year. In a physician’s office, LDL…