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.
Weird, Whacky Year for 401(k) Trading Activity
Last year began one way and ended another. While trading in 401(k) plans was light overall (thankfully) periods…
New Study Fails Basic Math in Teacher 401k, Pension Debate
People like pensions—who knew? News hit over the holidays that teachers are quitting the profession at the highest…
Why 401(k) Plan Sponsors Incorporate Sustainable Investing in DC Menus
Adoption of Sustainable Investing (SI) strategies, or those that integrate Environmental, Social and Governance (ESG) goals, has seen…
Hooray for Hoyas: Georgetown Beats Back Fiduciary Breach Suit
Georgetown University has prevailed in a lawsuit regarding its 403(b) plan, with the U.S. District Court for the…
Retirement Giant Sheridan Road Bought by Insurance Brokerage
Industry consolidation and M&A activity continued Wednesday with the announcement that Sheridan Road Financial has been acquired by…
401(k) Firm Millennium Trust Gets Private Equity Infusion
Private equity continues to come a-callin’ in the retirement plan space. Major 401(k) custodian and service provider Millennium…
10 (Super) Bold Predictions for 2019: Bob Doll
Click “NEXT” to see predictions… This guy is good. Nuveen market soothsayer Bob Doll is out with his…
401(k) Aggregator Adds Major Retirement Planning Firm
Aggregators in the 401(k) space are on the rise. Named for the way they share a common strategy…
4 Critical ERISA Cases to Watch in the Coming Year
A number of issues facing ERISA practitioners came to a head in 2018 and are primed to be…
401(k) Access for All—By Law: Putnam’s Reynolds
“The sheer scale of Americans’ retirement assets spurs envy among competing nations around the world who are struggling…