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.
Major Ruling in ‘Plan Sponsor as Fiduciary’ Lawsuit
The Fourth Circuit Court of Appeals has allowed a life insurance beneficiary to sue her husband's employer for breach of fiduciary duties.
Does Financial Wellness Even Work?
How do you specifically measure the success (or lack thereof) of 401k financial wellness programs in the workplace?…
The Dominant Driver in 401k Decision-Making
Boardrooms—where buying committees in suits thrive while making big important decisions based on cold hard facts about important…
Fee Pressure Will Increase—Here’s Why
Good news—global assets under management will continue to rise for the foreseeable future. Bad news (at least for…
DOL Gives 401(k) ‘Auto Portability’ Major Boost
Auto portability retirement plans streamline savings transfers, cut cash-outs, and help preserve billions in retirement savings.
August Top Advisor by Participant Outcomes (TAPO)—Dan Boardman
4 Key Components to Participant Outcome Success IT’S SIMPLE, but not easy. Any experienced 401(k) advisor will say…
What You Need to Know About Association Retirement Plans (Now)
The entire retirement industry has been devising strategies and product ideas in expectation of receiving new guidance from…
7 Ways the SECURE Act Could Impact Retirement Plans
Recently, the SECURE Act (short for Setting Every Community Up for Retirement Enhancement) passed in the House by…
Securian Financial’s Ted Schmelzle: Why Fee Compression Comes at a Price
Is fee compression absolute? Is it always better for 401(k) plan sponsors and participants, or do diminishing returns mean less is no longer more? Article Presented By: Securian Financial
401(k) Cashout Confusion: Who’s Doing It and Why?
Cashout leakage, a long-standing problem in America’s defined contribution system, is a silent crisis that unnecessarily robs millions…