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.
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…
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…