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.
MAJOR Merger Announced: Principal Buys Wells Fargo Retirement Business
A shakeup in the defined contribution 401k plan space as Principal Financial Group said it will acquire Wells…
What are the ‘5 Ws’ of Retirement Planning? 2019 NAPA 401(k) Summit
A myopic focus on finances too often ignores the emotional preparation needed to successfully retire, and it’s a…
Graff Warns of ‘Wall Street Tax Act’: 2019 NAPA 401(k) Summit
National Association of Plan Advisors’ Executive Director Brian Graff took the stage at the advocacy organization’s 401(k) Summit…
DOL’s Rutledge on Regulation, Fiduciary, MEPs and More
The issue of missing retirement plan participants was raised, with Rutledge making an appeal for education and information.
3 Challenges to High Employee Retention: 2019 Fi360 Annual Conference
Commoditization hampers. Wagner urges advisors to be partners, not just vendors. Key: strategic retention plans and diverse incentives.
Overcome 5 Hurdles of 401k Firm Succession Planning: 2019 Fi360 Conference
“You might be the point person in the relationship, but the client should feel like they’re taking care…
What Are Series I Bonds and Why Should You Care? 2019 Fi360 Conference
Imagine this scene. Zvi Bodie describes a debate between him and Jeremy Siegel moderated by Paul Samuelson about…
Goldman Gives Vestwell $30 Million
Vestwell Series B funding raises $30M to expand its digital retirement platform with support from Goldman Sachs and top investors.
‘New’ Podcast Highlights Female Innovators in Financial Services
Leave it to a marketing maven to hit upon a really great podcast title—Women Rocking Wall Street. In…
SECURE Act Would Ease 401(k) Plan Access for Small Biz
SECURE Act 2019 makes it easier for small businesses to offer retirement plans, expand savings options, and boost financial security.