Browsing Tag
Retirement
2372 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.
4 Leadership Qualities to Live By: Elite Advisor Profile
An incredibly strong work ethic—yet an equally disciplined work/life balance—makes Robert Scherzer an elite advisor after a relatively…
12 Reasons NOT to Roll Over a 401(k) to an IRA
American workers often change jobs and must decide what to do with their 401(k) balances at their prior…
401(k) Target Date Fund Fees Fall
The news comes as part of a larger examination of expense ratios overall, with average equity, hybrid, and bond mutual funds trending downward for decades.
5 Reasons Why 401(k) Advisors Should Focus on Financial Wellness
59% of employers prioritize employee financial wellbeing in 2024, up from 30% in 2014, per Wall Street Journal.
Major Misunderstandings (STILL) About Basic 401(k) Features
It’s a problem, and an indication that despite positive strides there is still a long way to go…
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,”…