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.
How Do Managed 401(k) Accounts Measure Up?
Managed accounts are convenient, customized and client-centric, and help “guide employees on how much save, how to invest…
America’s Bucket List: Heavy on Travel, but Financial Goals a Priority Too
Would you believe 95 percent of people actually have a bucket list? That’s the case according to a…
How Human Capital Risk Management Will Revolutionize Retirement
“Don’t be an analog phone.” It’s a weird way to start a presentation on retirement benefits, but attendees…
How to Harvest ‘Higher’ 401(k) Returns
Non-traditional asset classes can be the shiny new toys on the shelf. As a 401(k) advisor, when is…
Single Issue That Can Derail the Best-Laid 401(k) Plan
It’s silent, monotonous and often overlooked, but it’s something that is accelerating and becoming substantial for 401(k) plan…
Target-Date Transformation—Where Do We Go From Here?
[From Issue 1, 2019] Don’t mistake activity for achievement,” Hall of Fame basketball coach John Wooden famously said,…
Woodbridge Ponzi Scheme Judgment: Not Madoff-Big, but Still Hits Billion-Dollar Mark
Some eye-popping figures came out that Monday federal court ruling in Florida, where the Securities and Exchange Commission…
Are You a ‘Digital Fiduciary’? You’d Better Be
It’s not enough to examine investment products alone for (potential) inclusion in the retirement plan menu. Plan sponsors…
How the ‘Consumer Experience’ Fares in 401k Advice
A hyper-focus on the “consumer experience” is all the rage, as younger generations—especially—value how an interaction makes them…
3 ‘Hot Topics’ in 401(k)s: Alight Solutions
This year marks the 15th version of Alight Solutions’ annual Hot Topics in Retirement and Financial Wellbeing report,…