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 are Unitized Model Portfolios and Why Should 401(k) Advisors Care?
Unitized model portfolios are getting an increased amount of attention from advisors who want to “take target-date funds…
New Service Will Aid in 401(k) Fiduciary Advisor Search
401(k) advisor search service helps plan sponsors meet ERISA fiduciary duties when selecting and monitoring investment advisors.
Prep Course Eases Transition into Retirement
Aging Mastery helps older adults navigate retirement with tools for health, finance, and community, easing life’s next transition.
ICI Introduces 401(k) Focused FactsOnRetirement.org
Retirement Resources made simple—access expert insights, research, and tips on retirement savings at FactsOnRetirement.org today.
After the 401k Executive Order, What Happens with RESA Legislation?
Now that President Trump has announced an executive order to encourage the use of multiple employer plans (MEP)…
September 2018 Top Advisor By Participant Outcomes (TAPO)
DC Plan Education helps participants build trust, save more, and achieve retirement success with clear, practical guidance.
Reason No. 2,932 for a 401(k)
Seven in 10 Americans believe in the American dream, but student loans and financial pressures are eroding their confidence in achieving it.
10 Years Post-Crisis, Americans Make Better Financial Decisions
“Every cloud has a silver lining,” as they say, and a decade after the 2008 financial crisis, its…
How to Assess If You Are A True Fiduciary Advisor
We need to reassert that 'fiduciary' is a transformational process that takes place over a lifetime of selfless service. In contrast, it’s not a transaction that can be brokered by self-serving faux-fiduciaries.
Trump Signs Retirement Security Executive Order to Boost Multiple Employer 401(k) Plans
Decrying a “lack of affordability” and regulatory barriers keeping many small businesses from offering retirement plans to their…