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.
401(k)s Show Net Outflows, Signaling Slowdown
New research from global research and consulting firm Cerulli Associates finds that from 2012 through 2017, total distributions or outflows leaving the 401(k) market expanded at a five-year compound annual growth rate (CAGR) of 8.4 percent.
Prospecting strategies to help win & retain 401(k) business
The opportunity for qualified plan sales is large and growing. With $7.7 trillion in retirement plan assets and 550,000 401(k) plans, the chance to cultivate new business and the need to retain current clients becomes clear when 38 percent of plan sponsors are actively... Article Sponsored By: MassMutual
Vanguard Founder John Bogle Dies at 89
John C. Bogle, the father of index investing and founder of The Vanguard Group, died Wednesday in Bryn…
How Are Military Members Reacting to New 401(k)-Style Plan?
Blended Retirement System enrolls over 500,000 service members, combining pensions with TSP savings for stronger military benefits.
Say What? Disconnect Between What 401(k) Sponsors Say, Participants Hear
Risk means different things to different people and describing 401(k) matching contributions as “free money” may help drive…
Retirement Industry Associations in Alignment on 401(k) Auto Portability
The Department of Labor (DOL) proposed a Prohibited Transaction Exemption (PTE) for Retirement Clearinghouse’s (RCH) auto portability program…
Dave Ramsey’s SmartDollar, ADP Team to Offer 401k Financial Wellness
Two big names in 401k, ADP and Dave Ramsey’s SmartDollar, have announced they’re teaming up for a new…
5 Ways the New Congress Can Boost Women’s Retirement Security
Max Richtman notes the sheer number of females sworn into the 116th Congress, and how it provides increased…
Junk the Jargon for Better 401(k) Plan Communication
401(k) communication that avoids jargon helps employees understand options, boosting confidence, clarity, and plan enrollment success.
So Close! What Happens to Plans for Retirement When a Shutdown Hits?
As if concerns over sequence-of-return risk weren’t enough, now add a government shutdown to the list of worries…