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.
12 Steps to Next-Generation Financial Wellness Fintech
The vast majority of Americans get their financial needs taken care of at work by their employer’s compensation…
Hub International Buys 401(k) Firm Washington Financial Group
Insurance brokerage and financial services megafirm Hub International Limited (HUB) announced Monday that has acquired the assets of…
Happy Birthday! The IRA Turns 45
They say it’s your birthday. The Investment Company Institute helpfully marked the 45th birthday of the individual retirement…
August Volatility Fuels 401k Trading Frenzy
Just when we think 401k participants “get it” they go and do stuff like this. Market volatility in August…
MIT Settles Fidelity 401(k) ‘Quid Pro Quo’ Case
MIT 401k lawsuit nears settlement as participants allege fiduciary breaches tied to Fidelity; final details await court approval.
Why 401(k) Target-Date Funds Are ‘Struggling’
The struggle is real. Target-date funds may be the go-to allocation for most 401(k) sponsors and participants, but…
Consumer Debt Debacle Continues to Hamper Retirement Saving
The unbelievable amount of consumer debt continues to act as an impediment to retirement saving, and indeed financial…
Misinformation Muddies Protected Lifetime Income Debate
The U.S. House of Representatives passed the SECURE Act in May by an overwhelming 417-3 vote. Among other…
8 Critical Steps to a More Cybersecure RIA
This is the first part in a series of articles on how fiduciary practices leverage the training and…
The MAJOR Impact 401ks Make
With National 401k Day just wrapped, the Investment Company Institute (ICI) is out with a reminder of how much…