Browsing Tag
Retirement
2371 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.
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…
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…