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.
Clear, Confusing? Public Perception of Auto Enrollment, Escalation
The “auto” revolution (enrollment, deferral, escalation) in 401k and similar retirement plans is widely regarded as one of…
Major Trends in 401(k) Target Date Funds
Since their inclusion as a qualified default investment alternative (QDIA) under the Pension Protection Act of 2006, target…
How Auto Portability Serves the Best Interest of 401(k) Participants
Plan sponsors that are considering the adoption of auto portability must determine that, by participating in the auto…
5 Steps to Stymie 401(k) Cyber Attacks
401(k) cybersecurity is vital. Learn how to safeguard retirement plans from cyber attacks with smart protections and best practices.
Trump Wants 401(k)s for Federal Workers
A 401(k)-style defined contribution system for some federal workers is part of “A Budget for a Better America,”…
Nuveen Details What’s ‘Next’ for 401(k) Plan Fiduciaries
The frenzied fiduciary air, in particular, has many lifting their heads and looking around for sources of information that filter the noise.
How 401(k) Advisors Fight Financial Abuse
Last year’s passage of the Senior Safe Act sparked a number of industry articles shining the spotlight on…
7 Steps to a Well-Constructed Investment Policy Statement
Although the ERISA doesn’t necessarily require an investment policy statement, the law does make it clear in Section…
Women to Financial Advisors: ‘Do Better’
A third of women separated, divorced or widowed in the past five years feel patronized by financial advisors,…
10 Tips for Better Retirement Savings Behavior
We’re our own worst enemies. Whether it’s Billy Beane and Bay-Area baseball, or the Patriots’ pick in the…