Browsing Tag
Retirement
2368 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.
401(k) Advisors Who Ignore Financial Wellness Risk Losing Business
Shout out to advisors for their listening skills—although it would’ve been hard for them to ignore pleas from…
401(k) Participants Have a Severe Fund Fee Focus
Well this is surprising. The frantic focus on fees appears to be paying off, with the “vast majority”…
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,…