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) Providers Are Top Source of Financial Advice
Fully 64 percent of workers turn to their 401(k) plan provider as their first source for financial advice, including advice outside of retirement.
Wait! Average 401(k) Contribution Rates Are How Much?
Hittin’ the Big 4-0 is always a time for pause, contemplation and reflection and 401(k)s are no exception.…
ESG Inclusion is a Major 401(k) Fiduciary Fail
Fiduciary duty, not ESG goals, demands exclusive focus on financial returns per finance law and ERISA. Learn why this matters
How Much Do 401(k) Savers Need to Retire?
Retirement spending often exceeds expectations. Learn why saving beyond your plan is key to securing your financial future.
How to Help Break Bad 401(k) Behavior
Our ears always prick when Nobel laureate Richard Thaler’s name is dropped. Christine Long from PIMCO explains.…
Missing Participants and Fiduciary Responsibilities: A Risk for TPAs
The Department of Labor (DOL) is aggressively investigating the practices and procedures of plan sponsors with respect to…
How Did 401(k) ‘Trading’ Fare in November?
401(k) Trading Activity showed November inflows to stable value funds, equity gains, and positive returns after a volatile October.
Lawsuit Seeks to Remove Killer as Victim’s 401k Beneficiary
A shocking and horrific crime was made worse with the news that a murder victim had named her…
Video Works Well to Attract New 401(k) Clients, If…
Value of Video discussion with Alan Gross of GSM Marketing talks with 401(k) Specialist out the elements of a successful shoot.
Friend or Financial Expert—Who Gives Better 401(k) Advice?
Sounds crazy (and hardly surprising), but too many participants get their financial advice from family and friends with…