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.
Two Provisions to Protect Against ‘Significant’ 401(k) Litigation
Thanks to a recent ruling by the Supreme Court, employers can now be confident that arbitration agreements and…
The Case for ESG in Defined Contribution Plans: 2019 NAPA 401(k) Summit
"ESG is a way to identify strong performance in underlying investments, and it's really a way to engage participants," says Ed Farrington, Executive Vice President for Retirement Strategies with Natixis.
How High Should Auto-Escalation Go in 401(k) Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date funds, the 'auto' revolution and more.
Tom Zgainer’s 401(k) Zeal: Is He Winning the Low-Fee Fight?
Tom Zgainer is annoying the heck out many retirement plan providers, and he’s absolutely fine with it. He…
What to do About Student Debt’s Devastating Effect on Retirement
Empower Retirement's Peter Kapinos has answers (and eye-popping statistics).
Confidence in Retirement Security Nears All-Time High
Retirement confidence survey shows strong retiree optimism, with most feeling secure about expenses, healthcare, and living comfortably.
Do 401(k) Participants Know What They Want and Need? 2019 NAPA 401(k) Summit
"We tell participants how much they should save, when many times we don't know (and they don't know) what they're saving for," says Patrick Delaney, vice president of T. Rowe Price Investment Services.
Should 401(k) Savers Be Wary in Current Market Craziness? Nuveen’s Bob Doll
High-profile prognosticator Bob Doll, chief equity strategist with Nuveen, clues us in on market movement and what it means.
Patience and Possibility from the Unlikeliest of Places: Elite Advisor Profile
“I’m my own coach,” Rick Wedge says when asked about working with another person for professional and personal…
Figuring Out What’s Scalable in a 401k Practice
“You digest it, and you figure out how to work it in with what you’re doing with clients…