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.
Personalization and Participant Outcomes: OneAmerica Making the Most of Managed Accounts
Personalization, customization, individualization—industry terms tossed about for some time. But largely thanks to new technology, it’s happening now, and it’s incredibly exciting. Article Provided by OneAmerica
Target-Date Funds—Eyes on the Price
The Dow Jones Industrial Average lost 777 points on Sept. 29, 2008, and kept falling. It didn’t hit its…
Murphy’s Law: Empower’s Ed Murphy on Secure Act, Saving and Fintech Scale
“I told Ed Murphy about this cool, new product idea in the space,” one industry insider recently relayed.…
Cashback Rewards in 401(k) Contributions?
Discover how EvoShare turns everyday spending into cashback retirement savings and builds better financial habits.
Nobel Know-How With Richard Thaler
Richard Thaler went momentarily dark when we attempted to confirm our cover story, prompting a follow-up inquiry. “Thanks for the…
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…