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.
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…
5 Traits of Highly Successful Advisors
How do top performers build and run their practice to create greater value for their clients and their…
Why State-Run Retirement Plans Are Bad
Conservative scholar and retirement-crisis contrarian Andrew Biggs took to the pages of The Washington Post to decry government-sponsored…
5 Cheap and Beautiful Destinations for Retiree Living
Internationalliving.com is out with a list of beautiful and cheap (cheaply beautiful?) locales for retirees to consider. It’s…
Millennials Worry About Investing After Witnessing Economic Woes
Bearing witness to various financial crises during their lifetime, Millennials are put off and reluctant to invest. While…
Shocked! (Not): Advisors Help 401(k) Participants Feel More Confident
Color us not at all surprised; Americans with a financial advisor feel better and do better with spending…
Employers Are Responding to Employees’ Demand for …
Employee financial stress affects focus, health, and productivity—prompting employers to offer targeted financial education.
401(k)s Favor Fixed Income Funds in Flat Month
401(k) participants favored safe money (relatively) in June, and with all that’s happened recently, who can blame them?…
DOL to Determine Auto Portability’s Fate
Research has conclusively demonstrated that retirement savings portability dramatically reduces 401(k) cashout leakage, preserves retirement savings and reduces…