Browsing Tag
Retirement
2366 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.
Bernie Bashed for Bogus Retirement Plan Coverage Tweet
Lies, damned lies and statistics. FactCheck.org took Sen. Bernie Sanders, I-Vt., to task for a tweet last week…
Hey Gen Z—It’s Time to Think About Retirement (Saving)
The best way to reach younger investors? Screen time, of course. Retirement services giant Empower Retirement has expanded…
Coming (Very) Soon! Names and Know-How at NAPA 401(k) Summit
It’s said so often it’s now cliché. If advisors take time away from the office (and their revenue-generating…
Is the Tide Turning in 401(k) Fee Litigation?
Given the number of investment and fee cases in the news, you would be forgiven for thinking that…
New CIT Tool Aims to Ease Advisor Research Burden
Collective Investment Trusts help advisors access cost-effective retirement plan options with OneAmerica’s new online CIT resource.
3 Steps to ‘Refit’ Your 401(k) Plan Practice
Address the challenge of employee turnover in 401(k) practices effectively. Learn strategies to retain valuable staff for long-term success.
No Panic: 401(k) Investors ‘Stay the Course’ in Q4
401(k) balance fell 10% in Q4 2018, but most investors stayed disciplined, continuing contributions despite market volatility.
February Top Advisor by Participant Outcomes (TAPO)—Marcy Supovitz
The Single Biggest Determinant of Participant Outcome Success If you want the epitome of a straight-talking, no-nonsense, results-oriented…
Employees Vexed by Annual Benefit Elections, Survey Finds
Employees in the U.S. are split three ways on what is the most complicated aspect of making annual…
PG&E Peril: Employer Stock in the Company 401(k) Plan
With the PG&E bankruptcy, inquiring minds want to know if there was company stock held in the 401(k) plan? Well yes, there was.