Browsing Tag
Retirement
2372 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.
December Top Advisor by Participant Outcomes (TAPO)—Jerry Lynch
Funds, Fees and Fast Food We admit we were surprised by Jerry Lynch’s answer to a question about…
How Badly Do Americans Lag in Retirement Saving?
We’re surprised it’s only 52%. A new national poll from Bankrate.com finds that more than half of American…
Grrr …Why Workers Take Early Withdrawals From 401(k)s
Don’t touch your retirement savings — don’t! It’s a message sent ad nauseum from 401(k), financial and just…
Small Business Owners Like (and Want) the SECURE Act
An economy with full employment makes competition for talent exceedingly stiff, and legislation that allows small businesses to…
How Concerned Are Americans About Retirement Income (Really)?
Overly pessimistic or unflinchingly realistic? People in Asia are saving the most, but are also more concerned about…
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…