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.
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…
How to Build an Ideal 401(k) Fund Lineup
Plan sponsors know that offering a retirement plan is important not only to attract and retain loyal employees,…
SEC Reg BI’s Limited Retirement Plan Impact
A comprehensive package of rules and interpretations adopted June 5 by the Securities and Exchange Commission imposes enhanced…
What to Know as Millennials Approach Middle Age(!)
The largest generation in America is approaching middle age. It may be difficult to imagine, but leading-edge Millennials…
Why MEP ‘One Bad Apple’ Correction Is An Illusion
The Department of Treasury has fulfilled its portion of the directive under Executive Order (EO)13847 by issuing its…
10 Best Cities for Downsizing in Retirement
A list of municipalities in which selling a home can reap an enormous amount of rental income finds…