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.
What to Make of Market Madness and its Effect on 401(k)s?
In this interview at the Nuveen Retirement Outcome Leadership Council in Chicago, John Sullivan discusses market trends and…
Wait, What? Millennials Better Prepared for Retirement than Their Parents
We’ll admit that at this point we’re confused. Seemingly contradictory studies are released on a weekly basis that…
New DOL ESG Guidance: 401(k) Friend or Foe?
As retirement plans are adding environmental, social and governance (ESG) options to their investments, they seek direction over…
Understanding (and Solving) the Problem of Women’s 401k ‘Leakage’
New data was recently presented at the Women’s Institute for a Secure Retirement (WISER) that highlights challenges in preserving their 401(k)…
The Competitive Advantage Artificial Intelligence Gives RIAs
Stephen Hawking, Elon Musk and other visionaries warn of a dystopian future ruled by robotic overlords, yet (at…
5 Issues Older Retirees Are Dealing With Now
Older retirees share financial security, income, and housing insights, revealing stability and challenges in the later stages of retirement.
Danger: Don’t Judge a Fund By its Active/Passive Label
Contrary to the beliefs of (too) many advisors, selecting funds for a fiduciary account based solely on their active…
Senators Want Federal Commission to Review Private Retirement Programs
While not quite calling it a “crisis,” two young Senate guns says America’s private retirement system nonetheless faces…
Divine Regulation: God Wants Fiduciary Rule, Pope Says
Pope on financial ethics highlights need for fairness, fiduciary care, and moral responsibility in today’s economic system.
How Did 401k Participants Behave Last Year?
Present (and positive) trends continue. Almost all 401k and other defined contribution plan participants kept contributing to their…