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.
Fred Reish: DOL Wants to Audit …Now What?
It’s always unpleasant when a TPA gets a call or a letter from the Department of Labor (DOL)…
How Well Can You ‘Follow the Flow’ of Money in 401ks?
As many plan fiduciaries can attest, retirement plan fees can be extremely complex and difficult to understand. This…
Young 401(k) Investors Jumping On ETF Bandwagon
Apparently GTL, OMG and LOL are out. A new (and far more valuable) acronym has surfaced on Millennials’…
3 Ways to Help 401(k) Participants Decumulate
America’s headed toward a “retirement crisis.” The majority of workers aren’t saving enough. Health care is going to…
How Advisors Perceive the 401(k) Market, Sponsors and More
Retirement Trends Report reveals advisor and sponsor insights on priorities, challenges, and key goals shaping the retirement industry.
2018 TAPO Judge: Major 401(k)Motivation from MKay
We now know why Mary Kay Leydon is such a great sales coach and trainer; she sold us…
What the What? Most Foolish 401(k) Freakout Yet
No one cares about your stick-figure family and bumper sticker slogans—political or otherwise. They’re silly, sophomoric and reduced…
LGBTQ Especially Confident in Retirement Saving
LGBTQ retirement savings study shows higher confidence, strong Social Security planning, and unique investing approaches for retirees.
Whatchya Got? Almost Half Don’t Know Amount of Partner’s Retirement Savings
One in five couples keep and manage their money separately—and are more likely to break up than couples…
What 401(k) Participants Lack, Love About Retirement Saving
Call it a crisis of confidence—nearly half of plan participants still don’t feel they’ll have enough money to…