Browsing Tag
Retirement
2371 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.
How to Determine if TDFs Are Actually on Target
Target Date Funds help investors stay on track. Learn how glide path design and human capital shape retirement outcomes.
IRS Saves Trees, Goes Paperless for 401k Filing Correction Program
Since 2002, the Internal Revenue Service has allowed plan sponsors to voluntarily identify and correct certain various types…
Really? Study Finds Millennials Face (Not-So) Unique Retirement, Financial Issues
Millennials financial challenges include debt, student loans, and retirement concerns, according to new research comparing generations.
Shock (Not)! Tech Tools Significantly Boost 401k Savings Habits
Self-driving cars will soon become commonplace. Next up, self-driving money? Technology is altering almost all areas of modern…
Where Are We With Total 401(k) Assets?
Not that we’re watching too closely, but like 401k plans themselves, it’s good to benchmark overall assets from…
How to Capitalize on 401(k) Industry Consolidation
Retirement plan consolidation is accelerating, shaping the industry’s future with growth, mergers, and strategic opportunities.
Parents Preventing Children from Failing, Flourishing Financially
Actress Nia Vardalos (best known for starring in “My Big Fat Greek Wedding”) once told Good Housekeeping magazine,…
Are You Defining Financial Wellness All Wrong?
As more employers learn the benefits of financial wellness, there’s still some confusion as to what kinds of…
401k Participants Want Technology Plus…
Americans lean on technology for help with so much nowadays–from ordering groceries to arranging transportation to screening potential…
How to Get a ‘Fiduciary Immunization’ Shot in the Arm
Any advisor who isn’t intimately familiar with (at least) the term “fiduciary” has been living under a rock…