Browsing Tag
Retirement
2367 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.
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…
An Important Point About 401k Investment Menu Construction
We know too many choices often result in a “paralysis of analysis” by consumers, frozen in place and…
Massive Savings From E-Delivery Update to 401(k) Disclosure
Electronic 401(k) delivery saves millions, cuts costs, improves access, and boosts retirement security for American workers.
401(k) Help for ‘Two-Plan Tonys’
Financial advisors who dabble in 401(k)s are often (and somewhat derisively) referred to as “two-plan Tonys.” They’ve stumbled…
A ‘Disruptive’ Idea for the 401(k) RFP Process
What if 401(k) plan RFPs were submitted by multiple providers in one centralized location for a true apples-to-apples…
Majority of Millennials Flunk Financial Literacy Quiz
Oh, Millennials. A generation berated at nearly every turn, at times we almost feel sorry for them. This…
401(k) Mutual Fund Expense Ratios Continue to Plummet
More good news in the low-fee 401(k) fight. The cost of investing in mutual funds through 401(k) plans…
Danger: Divorce May Disrupt Retirement Outlook
Divorce and retirement planning can be challenging. Learn how divorce impacts savings and steps to secure your future income.
A Gloriously Boring Month for 401(k) Trading Activity
401(k) trading activity in May was slow, with most trades favoring fixed income over equities, according to Alight data.
Retirees in Desperate Need of ‘Decumulation’ Help
While retirees have worked hard to save and invest, new research finds many aren’t tapping their retirement funds,…