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.
Generational Crisis in Financial Advisors: A Major Concern
Advisors are old and it’s a problem. So much so that J.D. Power claims it’s a full-blown “generational…
Fi360 Earns Accreditation for AIF Designation
The AIF is now accredited. Fi360 announced Tuesday that its Accredited Investment Fiduciary (AIF) designation has been …well,…
How to Seize Opportunity With Annual 401(k) Plan Reviews
Today’s 401(k) plans offer employers a world of options. A mid-year plan review positions sponsors to identify areas…
Danger! What to Avoid as a 401(k) Provider
It takes a lifetime to build a sterling reputation, one that can be destroyed in an instant. The…
Yeah, Right: One in Four Workers Will ‘Never Retire’
A growing number of Americans never plan to retire, believing they’ll work until they drop, but is it…
Coal Miners Get the 401(k) Shaft
A perennial employee fear is that 401(k) deferrals will fail to be deposited in a timely fashion (if…
401(k) Fail: How Well Do You Score on the Following Quiz?
More than half of employees failed a recent retirement plan knowledge quiz. How well would your clients do?…
IRS: One Bad Apple Can’t Spoil a 401(k) MEP Bunch
One bad apple shouldn’t spoil the whole bunch. That’s the thinking behind the Treasury Department/IRS’s new proposed regulation…
Simplifying 401(k) Fiduciary Processes and Procedures
Fee-based 401(k) advisors continue their march in the defined contribution space, and BidMoni wants to give ‘em a…
Revenue and Rejuvenation: How One 401(k) Advisor Got His Groove Back
Do what you do best and outsource the rest. It’s increasingly a core tenet in the retirement plan…