Browsing Tag
Retirement
2368 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.
Hot August Temps Meant Cool 401(k) Trading Activity
Bond funds topped inflows, while most outflows were from target date funds
401(k) Plans: An Ongoing Public-Private Partnership That Works
While the initial role of policymakers in facilitating 401k plans was accidental, follow-on policies were more intentional
Senator Marks ERISA Anniversary, Calls for Gomez Confirmation
Recognizing the importance ERISA plays, she introduced the following resolution
DOL Releases New Bulletin on Independence for Plan Accountants
The department issued an Interpretive Bulletin as far back as 1975 that set forth guidelines
September Top Advisor by Participant Outcomes (TAPO)—Kim Cochrane
A common thread throughout this year’s group of Top Advisors by Participant Outcomes (TAPO) is their focus on…
‘Perfect Storm’ Causing Lower Retirement Confidence for Certain Women
Both divorced and single, never-married women workers are more likely to agree that retirement savings are not a priority relative to current needs
Prison-Bound Financial Advisor Racked Up 37 Complaints in Two Years
Dubious 'achievements' in his young 33 years
HUB Launches Financial Coaching, Wellness Solution
It's an interactive online learning center complete with CFPs
‘Reckless’ Jerry Schlichter Slammed (Again) in Empower’s Win
He is 'personally liable for Defendants’ excess costs, expenses, and attorney fees,' according to the judge
Mastermind of $300 Million Ponzi Scheme Targeting Retirees Sentenced
The defendant and his co-conspirators contacted retirees experiencing financial distress, most of whom were military veterans