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.
New DOL Rules Do Little for Open MEPs: Opinion
The Department of Labor (DOL) killed off what we call open multiple employer plans (MEP) six years ago. It…
The Increasing Value of Digital Tools for DC Advisors
Forget a Robo vs. human, us/them, John Henry-like duel to the death. Client-facing digital tools will increasingly complement,…
7 Attributes of an Excellent DC Plan
“How does our retirement plan compare to others?” This is a common question when an organization evaluates key…
Picturing Life Post-Work Prompts 401(k) Participants to…
401(k) participants who are decades away from retirement most likely haven’t considered what life will be like post-work.…
401k Features That Take Plans to the ‘Next Level’
At the 2018 GRP Advisor Alliance Conference, Keith Gredys of Kidder Advisors focuses on strategies for improving pension…
401(k) Aggregators Rise in Industry Influence
The traditional wholesale model remains a force in DCIO sales, but new groups are growing in influence, including…
Spiders, Snakes…and Stocks? 6 ‘Scaries’ for the Typical Retirement Saver
Just in time for Halloween, it’s a fright to scare us all (yet it’s also another reason why…
Department of Labor Acts on Trump MEP Executive Order
It’s been a busy week at the Department of Labor—especially with issues related to the retirement savings of…
You’ll Never Believe Why Some Boomers Aren’t Saving in a 401(k)
Pop quiz: Which generation—Baby Boomers, Gen Xers or Millennials—is struggling to save for retirement (no) thanks to student…
401(k) Practice Management: How Mike Does it Right
Mike Kane, managing director with Plan Sponsor Consultants, is pretty much the poster boy for effective practice management.…