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.
Successful 401k Fiduciary Defense Verdicts
NYU, and the judge’s colorful decision, immediately come to mind, says Pension Resource Institue and Retirement Law Group’s…
Good News for Social Security Solvency
Social Security Trust Fund gains solvency, now projected to last longer with improved reserves and stronger disability fund outlook.
Engagement and Technology Equals 401(k) Financial Wellness
Christian Stanley of Greenspring Advisors says participants and employees are overloaded with info "and parched at the meaning." Here're how the firm helps.
DOL: 401(k) Plan Fiduciaries MUST Find Missing Participants
DOL MEP regulations focus on missing participants, disclosures, and rules to improve recordkeeping and protect retirement plan members.
16 Retirement Plan Provisions in the SECURE Act (Simplified)
Employee benefits consulting firm Strategic Benefits Advisors (SBA) helpfully—and succinctly—lists the provisions of the bipartisan act.
Set Aside Socialist Stupidity to Better Serve 401(k) Savers
Major props to Jamie Dimon for kicking it up a notch. After exposing AOC’s New Green Deal for…
Don’t Forget to Focus on the ‘Why’: Sheri Fitts
Emotional appeals matter, but how do 401k advisors genuinely connect? The marketing maven explains.
How Do Recordkeepers Really Feel About 401k Financial Wellness?
While the term financial wellness can be ambiguous (or not), at its most fundamental level it emphasizes holistic…
How to ‘Adapt’ to Adaptive 401(k) Selling
What's your 'Myers Briggs type of score' and why does it matter? Cuna Mutual Retirement Solutions' Randy Fuss explains.
What’s Happening With 401(k) Firm M&A?
Dave Reich, National President, Retirement with HUB International clues us in on why it's happening, and how big it is.