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.
5 Ways to Help 401(k) Plan Sponsors Steer Clear of Lawsuits
Retirement plan sponsors have a continuing fiduciary duty to plan participants in a defined contribution plan. Navigating the…
A Perfect Opportunity to Push the 401(k)
A booming economy and low unemployment mean “slightly larger pay raises” for employees in the coming year, offering…
10 Best and Worst Places for 401(k) Participants to Retire
Retire in place or head for the shore? Mountain living or more city life? Where should 401(k) participants…
401(k) Plan Sponsors Seriously Worried About Employee Retirement Chances
Should 401(k) advisors be banging HSA and annuity (or rather “guaranteed income”) options harder? Yes, if we’re to…
A Big Financial Future Fail for Younger Investors
Optimism is outweighing realism among young people in their quest for financial independence. “A decade after the onset…
Make Sure 401(k) M&A is Done Right
Comcast is doing it. Walmart is doing it. The volume of merger and acquisition (M&A) activity in the…
Shock (Not)! Employees Want More Financial Wellness Info
Participants want financial wellness help above all else, at least when it comes to retirement education. Specifically, CUNA…
Dollars to Donuts: Making the Best Use of Advisors’ Time
Gen Xers, in particular, will remember a popular Dunkin Donuts promotional campaign from their youth. In a sleep-deprived stupor,…
The Harsh Reality of Income Inequality in Retirement
Wage inequality will lead to retirement inequality, Urban Institute finds, adversely affecting lower-income individuals in particular. The uber-liberal…
Low Fee Fight: Average Expense Ratios Continue Their Decline
Individual retirement accounts represent the largest share of assets in the United States retirement market, with assets totaling $9.2…