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.
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…
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…