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.
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…
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…