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.
Are CITs, Financial Wellness at a 401k Plan ‘Tipping Point?’
We’re at a tipping point (or very close to it) with two important retirement plan topics—collective investment trusts…
401k Advisors Wrongly Gauge Clients’ Confidence About Health Care Costs
The rising cost of health care is top of mind for many Americans today. In fact, studies have…
Gig Workers: Shaq Has Your Back
Steady app for gig workers offers income opportunities, tracking, and savings tools to help you earn more and build financial security.
Do Millennials Burn Money or Save It?
Millennials are a bunch of carefree, entitled scamps with the highest standard of living (by far) of any…
404c and QDIA: What 401k Advisors NEED to Know
In order to receive the benefits of ERISA §404(c), plan fiduciaries must comply with certain requirements. The following…
Rubio: ‘Use Retirement Benefits for Parental Leave’
Here’s a government retirement proposal we can (sorta, kinda) get behind—delay retirement a few months in order to spend…
Upping the Ante on TDF Customization
Customization is key in 2018. Americans want—and even expect—products to be tailored to their specific needs. The financial…
Why 401(k) Sponsors Must Be Given Authority in Plan Interpretation
In a sue first, ask questions later world, it’s never been more important for 401k advisors and their…
Why 401(k) Advisors Should Say Hi to HENRY
They might not have it now but soon will, and 401k providers (and advisors) should therefore tune in.…
Zero Fee Funds Have Arrived
Zero. Zilch. Nada. Fidelity kicked it up a notch (or down)—at least when it comes to index funds.…