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.
How Student Loans Hurt Retirement Security
April is Financial Literacy Month, and as usual, we can again expect a slew of articles chastising Americans…
Potential Traps in The DOL’s Temporary Enforcement Policy
The overturning of the DOL’s Fiduciary Rule by the Fifth Circuit last year had two impacts: first, the…
How (and Why) to Stay Focused on What’s Important: Elite 401(k) Advisor Profile
Brevity is the soul of wit, and also a key to success for Sam Law with (aptly named)…
How Auto Portability Serves 401(k) Participants’ Best Interests
This series is meant to identify five key reasons why an auto portability program serves the best interests…
Two Major Regulatory Issues Dominating 401(k) Discussion
It’s not always easy for plan sponsors to communicate with participants. As technology changes how information gets shared,…
‘See-Saw’ Stock Prices Prompt 401k Fixed Income Flow
Despite relatively solid market performance overall in the wake of market turbulence late last year, 401k plan participants…
What Is ‘Retirement?’ Workers Say Freedom
We know how to define retirement, but what does it actually mean to workers? Transamerica Center for Retirement…
How 401k Advisors Can Step Up Their HSA Game
Health Savings Accounts grew to an estimated $51.4 billion in assets across more than 23 million accounts halfway…
Fred Knows 401(k) Fiduciary
401(k) fiduciary mistakes by sponsors and committees create risks. Learn common errors and how advisors can prevent costly issues.
DOL’s Target for Missing 401k Participants Is ‘Zero’
At the 2019 NAPA 401(k) Summit, Assistant Secretary of Labor Preston Rutledge indicated the DOL’s long-term goal is…