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.
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…
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…