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 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…
Fiduciary Advocates Rip Reg BI in Congressional Testimony
Fiduciary proponents gathered in Washington before the House Subcommittee to vent their views and decry the death of the DOL's Conflict of Interest Rule.
Communication Breakdown: Business Owners Don’t Understand HSAs
New research finds the majority of business owners consider the cost of healthcare to be the biggest expense…
February Favored Fixed Income 401k Funds
February was a slow trading month for 401k investors, but participants nonetheless favored fixed income over equities when…
Surprise (Not)! Self-Directed 401(k)s Took Fourth Quarter Hit
It’s not exactly a shock that self-directed DC accounts struggled in the fourth quarter correction, but a new…
ESG Investments Face ‘Headwinds’ in 401(k)s
Despite an uptick in environmental, social, and governance (ESG)-focused conversations in the defined contribution market, ESG-oriented investment options…
The Cost-Efficient HSA Benefits of the New Tax Law
Under the new tax law, an employer contribution to an HSA may be well worth the money specifically…