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.
Knock It Off—Social Security Isn’t Going Away
Social Security Myths debunked—learn the facts about benefits, solvency, and how they shape your retirement planning decisions.
Fred Reish: What About Best Interest?
Let’s talk about the meaning of “Best Interest.” There are at least four best interest standards. (While “best…
Tech Tool Provides Instant Answers to 401(k) Plan Questions
What better way to find out what 401(k) plan sponsors want out of fintech than to ask? Principal…
Financial Perception and Reality Don’t Match
A third of Americans are sorely mistaken about their financial situations. Many are under the impression they’re either…
Median Retirement Balance for Working Individuals Is WHAT?
We’d say this qualifies as a “crisis.” An analysis of U.S. Census Bureau data reveals that the median…
Correlation, Causation—Who Cares? Companies with Quality 401ks Outperform
Companies that care for their employees perform better …no, really. While it would seem pretty intuitive, a new…
New Fiduciary 3(38) Investment Advisory Service Announced
3(38) Fiduciary Services from Shelton Capital enhance retirement plan support, offering fiduciary oversight and expert management for 401(k) plans.
STOP Being a Monday Morning 401k Quarterback
It’s easy to walk into a prospect meeting, look at the 401k plan replay information, and talk about investment…
Referrals are Critical to 401(k) Business, But Where Do You Find Them?
It’s an evergreen issue, but one critical to 401(k) advisors looking to grow their businesses. Referrals are often…
How to Measure 401(k) Financial Wellness ROI
Whenever I read an article about how hard it supposedly is to measure the ROI of financial wellness…