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.
2018 Excel 401(k): The Advisors’ Conference—Your Reputation Depends on This…
401(k) Expert strategies help advisors gain recognition, prove value, and stand out through content marketing and strong branding.
‘Top Advisor By Participant Outcomes’ Revealed! 2018 Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference at Caesars Palace in Las…
Why Every Advisor Should Consider CITs for Their DC Plan Clients
From an advisor perspective, there are obvious advantages to focusing your practice on working with Defined Contribution (DC)…
75 Million Americans Say Their Finances Are a ‘Horror Show’
Trick or treat? It’s that time of year again, and not just in the candy-and-costumes sense. We’re entering…
Bad News (Really Bad) About 401(k) and Retirement Savings
Cue the sad trombone—Americans are far off in retirement savings and it’s only getting worse. “The vast majority…
How Gender Factors into Finances (from Day One)
Young women finance habits show strong budgeting skills but lag behind men in savings and investing—education can close the gap.
What to do About 401(k) Fee Compression
Brad Arends, chief executive officer of intellicents clues us in on how his firm is dealing with this evergreen and…
Research: What Advisors Think About Financial Wellness
Differentiating is important—especially amid fee compression—and many advisors seek to do so through financial wellness. I think it…
Creative 401k Marketing Ideas: Benefits and Baristas
Jim Marshall with Spectrum Investment Advisors has a few unique ideas. In this short interview conducted at the…
401k Match on Student Loan Repayments: Godsend or Mixed Blessing?
In a Private Letter Ruling (PLR), the IRS has recently sort of, kind of, maybe, in special circumstances…