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.
Fiduciary Breach Lawsuit Issues Explored: Active Versus Passive Investments
With more than 100 lawsuits filed against the fiduciaries of defined contribution retirement plans for breach of their…
Do Target-Date Funds Encourage Riskier 401k Allocation Decisions?
What effect do target-date funds have on 401k plan participants’ asset allocation? Aside from “set it and forget…
July Top Advisor by Participant Outcomes (TAPO)—Kathleen Kelly
What Gets Measured, Gets Done Empowerment, empathy and effectiveness—three “E” words that were immediately apparent when speaking with…
Gen X Families Seriously Lag Previous Generations in Financial Wellness
Reality really does bite. A new study from the Employee Benefit Research Institute highlights Generation X financial challenges,…
How We Simply ‘Fell Into’ 401(k)s
Kent Conrad doesn’t think much of the current retirement system, and believes “we’ve sort of fallen into” 401(k)s…
Ability to ‘Drive Action’ Critical to 401k Financial Wellness Success
Education is good, behavior better. 401k plan participants can have all the information they want, but if they…
Reg BI Bedlam: House Denies SEC Enforcement Funding
A last-minute amendment from Rep. Maxine Waters, D-California, attached to a routine appropriations bill, passed the full House…
How to Address the (Major) Risks of Proprietary Funds in 401(k)s
A study by the Center for Retirement Research at Boston College in May 2018[1] found that over 40…
401(k) ‘Decumulation’ Dilemma Could Devastate DC Participants
As an industry, we’ve been great about helping workers accumulate assets. But when it comes to their 401(k)…
Maxine Waters Blocks SEC Reg BI Funding
Regulation Best Interest faces challenges as Rep. Maxine Waters moves to block SEC enforcement, sparking debate over investor protections.