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.
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…
How Much of a 401(k) Should be Allocated to Annuities?
Deferred Income Annuity helps retirees hedge against outliving savings, boosting retirement readiness with balanced 401(k) allocations.
What Will Happen With 401(k) Plan Access in 2019?
While access to affordable retirement savings plans in the workplace is an ongoing and evergreen issue, new research…
5 Retirement Proposals to Watch in Washington
Midterm elections reconfigured the power structure in Washington. The newly formed Congress, which features divided chambers and lacks…
6 Important Tasks Too Many 401(k) Plan Sponsors Ignore
The retirement plan industry has stressed the need for 401(k) plan sponsors to understand their fiduciary duties as…
5 Financial Wellness Trends for 2019
Financial wellness is evolving in 2019 with tech, pilots, and coaching shaping comprehensive programs for advisors and participants.