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.
Retirement Plan Coverage Gap: A State-By-State Breakdown
The American Retirement Association (ARA) is kicking its support of The SECURE Act up a notch with a…
Women Pessimistic About Markets, Overall Economy
While women investors are slightly more likely than men investors to have an optimistic financial outlook for 2019…
4 Advisor Areas of ‘Exceptional Client Experience’
Thank you, Millennials, for this one—it’s all about the “experience,” and that includes how your clients interact with…
How Everybody Wins With Positive 401(k) Participant Outcomes
OUTCOMES 2019—Everybody Wins, a two-day event solely focused on ensuring successful 401(k) participant outcomes, kicks off in Denver…
Top 10 IRS Areas of Focus in Retirement Plan Investigations
Areas of Focus: Slideshow The Internal Revenue Service (IRS) has primary jurisdiction over the qualified status of retirement…
Middle Class ‘Mired’ in Economic Uncertainty
As 401(k) participants continue to shift assets to fixed income, many Americans fear the “other shoe will drop”…
SECURE Act Sucks Life from Stretch IRAs
Survival 101 means we freeze in the face of uncertainty, which applies to spending and saving. Witness the…
3 Great 401(k) Trends in Small Businesses
Small Business 401k Plans are doing it right. Plan participants are benefiting from better plan design features which…
401(k) Fixed Income ‘Flight’ Continues
What are they telling us? 401(k) participants (once again) moved money from equity to fixed income, although a strong…
How to ‘Pensionize’ a 401(k)
How do you ensure income from a 401(k), IRA or similar-style defined contribution plan will last as long…