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.
Ken Fisher Fallout Comes Fast and Furious
Fisher Investments CEO Ken Fisher has been banned from future Tiburon CEO Summits and the company he founded will start a diversity task force.
The Rise of the Robo Financial Plan
The term “robo” has—of course—moved on from its singular association with advice and is now heading towards “robo…
Ken Fisher’s Alleged Inappropriate Comments Cause Controversy
Ken Fisher, CEO of Fisher Investments, one of the country’s largest RIAs, caused a social media stir Wednesday…
Best Places to Retire in 2020: Hope You Like Florida!
Florida dominates U.S. News’ new ranking of 25 Best Places to Retire in 2020, with nine cities total and four of the top six.
‘Big Paper’ Fights DOL 401(k) Electronic Delivery Reg
Michael Scott would be proud. The paper industry is asking the Trump Administration to reject the Dept of Labor’s…
401(k) Cashback Company EvoShare Partners with Paylocity
EvoShare announced a partnership with cloud-based payroll and human capital management provider Paylocity late last week to fully…
Almost Half of Institutional Investors Consider ESG in Investment Decisions
Public beats private in ESG adoption, according to Callan’s latest report on the topic, meaning “public plans have…
‘Climate Apocalypse’ Reason to Discontinue 401(k) Plans
The Earth is in the midst of its sixth mass extinction, so forget about saving in a 401(k).…
Target Date Funds MUST Innovate to Continue QDIA Dominance: Study
Target-date fund products continue to dominate the Qualified Defined Investment Alternatives (QDIA) landscape; however, providers must innovate beyond…
What’s Next for 401(k) MEPs? GRPAA Conference
The Department of Labor’s MEP rule—which makes it easier for small businesses to offer DC plans to their…