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.
September Top Advisor by Participant Outcomes (TAPO)—Daniel Tacktill
Helping HR Reps Help Themselves IT’S A BIT OF “physician, heal thyself.” After 18 years in the business,…
Why 401(k) Advisors Should Be Concerned By Latest Schlichter Settlement
A condition buried in the recent settlement of a lawsuit brought against Vanderbilt University by famed fiduciary breach…
Theft Suspect Offers 401k as Partial Restitution
In a novel attempt at payroll theft penance, a woman arrested on suspicion of embezzling from a company…
6 Facts About Selling to Female Decision-Makers
When being briefed on a finals presentation that I was coaching, the gentleman leading the sales team said,…
October 2019 Top Advisor by Participant Outcomes (TAPO)—Eduardo Gimenez
Understanding Nonprofit Nuance “RETIREMENT PLANNING IN the nonprofit world gets complicated fast, which is probablywhy many advisors shy…
When Will 401(k) CIT Growth Really Take Off?
Why aren’t CITs more popular? It’s a question confounding industry watchers, as many of the same benefits can…
How Trump’s 401k Performance Compares to Presidential Predecessors
President Trump often touts his 401k prowess, connecting with the everyman and woman with pointed remarks about retirement…
Generational ‘Differences’ Are More of the Same
Gen Z (born after 1995), the first generation to grow up as true digital natives, is now entering…
Many Small Businesses Don’t Understand Retirement Plan Options
Small businesses are an essential part of the American economy. They spark innovation, drive competition and employ many…
Will Your Target-Date Fund Trigger a Fiduciary Lawsuit?
Target-date funds may be the ticking time bomb of ERISA litigation. There are major differences among target-date funds,…