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.
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…
J.P. Morgan Aims to Make 401(k) RFPs Easier
Recent research from Cerulli Associates finds that RFP teams are struggling to meet turnaround times as volumes skyrocket…
Mile High Marketing Exclusive: Empower Nets 21-Year Stadium Naming Rights Deal
Football and 401(k)s don’t seamlessly mix, something Empower Retirement is looking to change with a deal to plaster…
QUIZ: 10 Questions to Self-Evaluate Your 401(k) Marketing
How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement plan marketing score:
10 Worst Cities to Retire
With only 23 percent of Americans reporting that they are “very confident” they will have enough money for…
9 Sales Steps to Demonstrate Competence and Character
Trust—it’s a simple word with big meaning used frequently in sales. Clients often say they chose one advisor…