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.
Why Alternative Investments in 401(k) Target Date Funds Make So Much Sense
A report we somehow missed in June from the Georgetown University Center for Retirement Initiatives (CRI) highlights how…
Shock (Not)! Automatic Enrollment Boosts Retirement Plan Participation
“Opt-in” versus “opt-out”—it’s one reason countries like Austria have such high organ donor rates when compared with their…
Can Arbitration Shield You From 401k Class Actions?
ERISA class action lawsuits are expensive to defend even if you win. Given that 401k (and other) plan…
Advisors Face $100 Million Retirement Scheme Suit
A group of insurance agents, brokers, financial planners and investment advisory firms spanning the country were working together…
How to Avoid Retirement Plan Tax Pain
Tax Torpedo impacts retirees with higher hidden taxes. Learn strategies to reduce rates and extend retirement portfolio longevity.
‘Super Savers’ Laugh All the Way to Retirement Security
Super Savers show how Gen X & Y maximize 401(k) savings, prioritizing retirement goals, financial independence, and smart money habits.
Tech and Touchpoints: How the OneAmerica Extreme Client Focus Fuels Significant Growth
It’s never easy to take on a leading role in a venerable company like Indianapolis-based OneAmerica®, but Sandy…
Retirement Industry Insider Pfau Says Time Is Right for Annuities
Everyone’s talkin’ annuities these days, with pre-retirees asking for lifetime income options and investment insiders anticipating an imminent…
Cash Balance Retirement Plans Continue Their Climb
They’re taking off. Cash balance plan-provider Kravitz finds the number of new cash balance plans increased by 15…
More Young Participants Committing 401(k) Faux Pas
They’re gonna regret it… Early withdrawals from 401(k)s and other retirement accounts are on the rise among younger…