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.
Millennials All But Paralyzed By Money-Related Stress
Millennial money stress is soaring, with 40% citing finances as their top worry, surpassing concerns about work, health, and politics
Top Broker-Dealer Firms By Advisor Satisfaction
Raymond James came out looking very well in a J.D. Power study of advisor satisfaction among major broker-dealer…
Gen X Gig Workers Fail to Flourish Financially
A study of alternative work options—like driving for Uber or Lyft or freelance copywriting—conducted by Prudential revealed that Gen…
New 401k Tool to Target Small- and Medium-Sized Businesses
The small market means big business for 401k advisors, and a new platform hopes to capitalize on the…
401(k) Advisors: Data, Disruption and (Avoiding) Age Discrimination
“Last year, I stood here and said you can either disrupt or be disrupted, and that has never…
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…