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.
401k Advisors Largely Shun Digital Communication—But Shouldn’t
Advisors would love to conduct business in the “traditional manner,” and meet in person with clients as opposed…
Massive Mutual Fund Outflows Mark Month of June
Normal market movement, or a signal of something greater? A massive exodus from long-term, open-end mutual funds and ETFs occurred…
Who (Exactly) Invests in Health Savings Accounts?
Apparently, health savings account holders are wicked smart. Specifically, they’re more fluent in health and financial concepts than…
Americans Want Kids to Know More, Earlier About 401ks and Finances
Most 401k savers wish someone had talked to them earlier about saving for retirement and other financial topics,…
Americans Think the Ideal Age to Retire Is…
While confusion (and some delusion) exists about more complicated retirement topics, Americans are comparatively realistic when thinking about the…
New Product Allows 401k Participants to Save for Emergencies
For many, it’s one of those unfortunate facts of life: financial emergencies happen. How prepared are your plan…
Millennials Are Nailing Their 401(k) Allocations
Millennial investing shows balanced equity allocations with growing adoption of target-date funds for long-term financial goals.
Top 5 Providers Favored By Small, Mid-Sized 401(k) Plans
The small and mid-market is where it’s at, demonstrating growth potential and an “intent to act,” according to a…
SEC Issues Risk Alert on Best Execution: Drinker Biddle
The risk alert identifies common deficiencies relating to advisors’ compliance with their best execution obligations under the Investment Advisers Act of 1940.
Why the Resurgence in Fee-Focused 401(k) Litigation?
After a few years of decline, litigation involving 401k plans “has surged again recently,” according to a study…