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.
Intellicents University Launched with Financial Wellness Curriculum
Need an indication of the demand for financial wellness? Consider: They’re a few of the reasons investment and…
401(k) Fiduciary: Critical Responsibilities and Duties
401(k) fiduciary …what the heck does that even mean? If you’re responsible for any aspect of the 401(k)…
Fiscal Infidelity: Are Spouses Hiding Financial Accounts?
Financial infidelity—it’s a thing, and probably symptomatic of larger marital strife. CreditCards.com is out with a survey about…
Super Bowl Shenanigans: Will A Patriots’ Win Sink Stocks?
The Super Bowl indicator suggests that stocks rise for the full year when the Super Bowl winner comes…
401(k) Sales Success: Good Morning, Great Day
I am so pumped up! Do you feel like Emmet from the Lego Movie when you wake up?…
Nevada Forges Ahead with a Fiduciary Standard
Several states are moving ahead with (or exploring) a fiduciary standard in light of the federal governments on-again,…
How Many Investment Options Should 401ks Offer?
Are too many 401k investment menus missing core investment categories? A study says yes, a concerning issue in…
Americans’ Financial Satisfaction Drops for the First Time in Two Years
This too shall end. The number nerds at the American Institute of CPAs (AICPA) note that market volatility…
Painless 401k Compliance? Avoid These 5 Mistakes
In a study of over 350 companies nationwide, we’ve found that the average company makes 53 payroll mistakes…
What’s Driving Record 401(k) Savings Rates?
Christmas came a bit early last year when the Plan Sponsor Council of America announced in mid-December that…