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) Filing Relief for California Wildfire Victims
In the wake of the most destructive California wildfire season on record, the Department of Labor (DOL) has…
Dems Double Down on Federal DB Disaster
Equal COLA Act ensures fairness for Federal Employees Retirement System retirees by aligning cost-of-living adjustments with CSRS for better retirement protection.
Minimum Distribution Problems—Why They Exist and What Can Be Done
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that plan participants withdraw at least…
Surprising Fallout in 401(k) Fiduciary Fraud Case
The ongoing saga involving alleged husband and wife grifters Jeff and Wendy Richie, proprietors of Vantage Benefits Administrators,…
Building Blue Ribbon Plans to Obtain Best-in-Class Outcomes
Discover how Blue Ribbon retirement plans drive success by tailoring strategies to boost participant outcomes and embrace best practices.
Employees Need Advice About Equity Compensation
Equity compensation risks rise as employees overweight company stock. Learn why diversifying and seeking financial advice is key.
Reason No. 5,918 for a 401(k) (and HSA!)
Senior poverty affects millions, with over 7 million older adults living below poverty levels despite Social Security support.
Fraught with Fear, Annuities May Be the Answer for Some 401k Savers
As financial experts and investors brace for the eventual market downturn, others are claiming it’s already here. The…
Something Crazy’s About to Happen With That Generational Wealth Transfer
First it was $18 trillion, then $35 trillion, then $41 trillion—and now? Cerulli says cynical Gen X will…
MyRA Makes A Comeback (No, Seriously)
Forget RESA, it’s all about EASA.Fresh from reclaiming their congressional prize, Democrats introduced the Encouraging Americans to Save Act.