Browsing Tag
Retirement
2368 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 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…
January 29, 2019
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,…
January 28, 2019
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…
January 28, 2019
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)…
January 28, 2019
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…
January 27, 2019
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…
January 25, 2019
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?…
January 25, 2019
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,…
January 24, 2019
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…
January 24, 2019
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…
January 24, 2019