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.
Secretary Galvin Sues On Behalf of ‘Dead’ Retirement Pensioners
Massachusetts Secretary of the Commonwealth William Galvin filed a complaint against MetLife over its failure to pay the pensions…
Why You Shouldn’t Sell 401(k) MEPs
[Update: Comments added to better reflect Swisher’s overall view of the MEP as a “powerful tool moving forward.”]…
Blockchain: A 401(k) Fintech Concept Whose Time Has Come
Blockchain in retirement plans offers secure, transparent solutions for transfers, compliance, and digital recordkeeping efficiency.
Retirees Fear Cost of Health Care, Not Retirement Income
Without your health, you have nothing. It’s cliché because it’s true, as retirees can attest, according to new…
Major Discrepancy Between Retirement Income Expectations Versus Reality
Not surprisingly, Americans have unrealistic expectations about how they will fund their retirement years, according to new research.…
3 Investment Frictions Clients Face
As a financial advisor, you’ve likely had endless discussions with your clients about how your investing approach can…
What Happened to Retirement Assets in the First Quarter?
Once again, we know we’re not supposed to watch these numbers too closely, but we just can’t seem…
Remarkable Resilience—How One Elite Advisor Maintains His Motivation
The news of General Electric’s Dow demise is a lesson for 401(k) advisors—change is inevitable; how one reacts…
Unitized Model Portfolios: The Crucial Next Step in Retirement Plan Product Innovation
A competitive differentiator for specialized plan advisors that more effectively address a growing number of retirement needs, unitized…