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.
When to Insource, Partner or Delegate 401(k) Marketing?
Are most of your plan participants invested in the QDIA, or are they taking the time to select…
Do Millennial Employees (Really) Love Your 401(k) Plan?
It’s Valentine’s Day, and retirement plan advisors and plan sponsors can play Cupid with millennial employees and a company’s 401(k).
Top 401(k) Professional Program Gets Major Upgrade
On Tuesday, record-keeping colossus Ascensus announced that it has restructured its Elite Advisor program to enable financial advisors…
Shlomo Benartzi: Fairness Key to Participant Annuity Use
Why are retirees wary of annuities, Shlomo Benartzi rhetorically asks? Let us count the ways: high commissions, outrageous…
Shocking Truth About Participant-Directed 401(k) Plans
There’s been a strong push in the past 20 years for 401(k) plan sponsors to offer participant-directed plans,…
Quick and Easy Guide to the IRS 401(k) Loan Rules
401(k) administrators play many roles—including, often somewhat reluctantly, banker. In addition to all other duties, plan administrators are…
Science of Social Media: How to Hit 401(k) Lead Gen
Different platforms do different things—here’s what to use when. Social Media Lead Generation insights from ARGI’s Jeanne Fisher.…
Fred Reish: Novel Compliance Approach to 401(k) Fiduciary Standard
In my last three posts (No. 9 and No. 10 and No. 11), I discuss the best interest standard of care and…
How to Find the 401(k) Target Date Fund ‘Sweet Spot’
Fiduciary-related considerations that will become increasingly important moving forward, according to new research from PGIM Investments.
Empower’s Ed Murphy Named President, CEO of Great-West Life
Empower Retirement head Edmund F. Murphy III has been appointed president and CEO of Great-West Life & Annuity…