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.
Rethinking Your Small 401(k) Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401(k) market. We…
A Post-Fiduciary Rule Rollover Playbook
401(k) Rollover Fiduciary Rule challenges create doubt. Discover advisor safeguards, strategies, and best practices to protect clients.
Why 401(k) Marketing Should Never Sleep
Wouldn’t it be nice to know that day or night, rain or shine, your brand is consistently in…
New Digital Tool for Small Market 401(k) Advisors
The platform uses technology to “bring process, efficiency and transparency to financial advisors who work on small business retirement plans.”
401(k) Participants Are Seriously Stressed—Here’s Why
401(k) participants are worried, and it’s affecting their job performance (and therefore company costs). Two-thirds of retirement plan…
How to ‘See’ Healthcare Costs in Retirement
Wanna know how much you’ll pay for healthcare in retirement? Who wouldn’t? One firm just made it easier…
Pessimistic 401(k) Participants Stopped Saving Post-Recession
First it was Nationwide and now Betterment, the industry’s clearly curious how 401(k) savers and investors are behaving…
Securities Litigation Hits All-Time High
Securities Litigation Report reveals record filings, higher plaintiff losses, and rising cryptocurrency-related cases since 201
Ear to the Ground—What’s Ahead for Health Savings Accounts?
It’s hardly news to note that health savings accounts are increasingly popular, a “two birds one stone” play…
A Major Development (and Disruptor) in Recordkeeping Innovation
Longer life spans and the decrease in defined benefit pension plans mean more people are responsible for their own retirement savings than ever before... Article presented by: Transamerica