Browsing Tag
Retirement
2368 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.
Investment Fees Continue to Fall, Little Sign of Slowing
The downward trend of investment product fees continues, according to research from Cerulli Associates. The global research and…
Where Are We With Financial Wellness Technology?
And is it a build or buy play for the advisor? Steve Wilbourne with Questis clues us in.
Where Are We in the Fight For 401(k) Auto-Portability?
As part of their Strategic Issues Webinar Series, the LIMRA Secure Retirement Institute hosted a webinar on April…
Why Include Real Estate in 401(k) Investment Menus?
Real Estate 401k strategies explained by Charlie Wenzel. Learn why real estate is vital in retirement plans and fiduciary decisions.
HSA Anyone? Healthcare Costs Remain Top Retirement Concern
Paying for health expenses in retirement is the top expense concern among Americans, regardless of age, when compared…
May Top Advisor by Participant Outcomes (TAPO)—Brad Arends
Our conversation with Brad Arends started strong, because we thought he’d hit upon the retirement plan 'Holy Grail.' We were close.
Why Change is a Must in 401(k) Investment Menus
An all-star research trio of looked at what happens when sponsors remove and replace certain fund options in their plans.
What’s Happening in the 401k Firm Aggregation Space?
There’s still an education curve about who they are and what they do, according to Vince Morris of…
What Gives—Are Americans Confident in Retirement Security or Not?
We’re as confused as anyone else. A new AARP survey seems to directly contradict findings about Americans’ retirement…
10 Tips for a Great Animated 401(k) Video
More and more savvy professionals are turning to video for quick snippets of information. Whether it’s a who’s-who…