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.
What’s Next For 401K MEPs?
The president’s executive order put multiple employer plans front-and-center. Here’s what happens now. Pete Swisher, from Pentegra Retirement Services,…
Slideshow: ‘Who Wins?’ 8 Countries Ranked by Retirement Happiness
Great news: research has uncovered the key to retiring happy. Even better news: the formula is simple and…
Trust and Trends: What 2018 TAPO Judge Barbara March Sees in 401(k) Advisors
If you’re ever at an industry event with Barbara March in attendance, find a way to sit at…
What It Takes to Win With 401(k) Financial Wellness
The weather was sunny but the mood intense at a recent gathering of top 401(k) advisors.
How 401ks (Actually) Fit with Student Loan Repayment Programs
Recent statistics show that approximately 70 percent of college graduates will leave college with an average of at…
How Sen. Warren’s Silly Self-Interest Affects 401(k) Saving
[Correction: An analysis of Senator Warren’s DNA sample by Carlos Bustamante, a professor at Stanford University, revealed she…
Why the SEC Will Never Enact a Meaningful Fiduciary Standard
I continue to enjoy reading analyses on the SEC’s Best Interest proposal. These are analyses from industry leaders,…
6 Practical Communication Strategies for 401(k) Advisors
Most experts agree that communication skills are important for all financial advisors, including retirement plan advisors. Yet communication…
Fred Reish: Court Rules in 401k Fiduciary’s Favor
As I previously discussed, the Court’s opinion about the case of Sacerdote v. New York University pointed out the deficiencies in…
Should 401k Advisors Fear Fidelity’s New Bitcoin Cryptocurrency Arm?
While interest was piqued, 401k advisors at a recent industry gathering had trouble fully grasping digital developments just…