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.
401k Fee Cuts, Collective Investments Threaten DCIO Margins
After a rough end to 2018, the result of falling stock prices, DCIO (Defined Contribution Investment-Only) assets rebounded…
The ‘Point’ of 401(k) Financial Wellness? Connecting the Dots
Have you ever looked at a Monet painting up close? Like really close? When you do, you’ll see…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s work. Bringing people together, talking shop, and "geeking out."
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…
Are 401(k) Advisors (Getting) More Familiar with CITs?
If you can get the same investment in a cheaper CIT wrapper, why not offer it up to…
Senators Urge SECURE Act Passage
Pass it now, Mitch. A number of senators are getting antsy about the fate of the SECURE Act,…
Fisher Under Fire: Fidelity Reviews $500 Million Relationship
Fidelity Investments, the nation’s largest recordkeeper, said Tuesday that it was reviewing its relationship with money manager Ken…
Technical Best Practices for Managing Cyber Risk: CEFEX
CEFEX Perspectives This is the second part in a series of articles on how fiduciary practices leverage the…
401(k) Flight to Fixed-Income Continues
September was a slow month for 401(k) trading, with only one above-normal activity. However, when investors made trades,…
What Next-Gen 401(k) Plans Will Look Like
Defined contribution (DC) plans do a good job—but they could do better. Coverage, adequacy, technology, a lack of…