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.
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…
Hourihan: Take a ‘Journey’ Through the Eyes of a 401(k) Participant
401(k) Marketing Tips from Rebecca Hourihan on making great first impressions, nurturing leads, and embracing tech for advisors.
Will ‘Gig Economy’ Threaten Workers’ Retirement Security?
Considering the number of people today earning money from freelance work—over 30 percent of U.S. workers—it’s no surprise…
Why Companies Should Want Older Employees to Keep Working
A new report from LIMRA Secure Retirement Institute (LIMRA SRI) finds potential trouble on the horizon for employers…
Why ‘Financial Fitness for Life’ is So Important
Financial Wellness matters. CEO Glenn Spencer of Qualified Plan Advisors shares insights on financial stress, coaching, and retirement planning.
‘Thirst for Liquidity’ Hurting 401k Savings Rates
Deferred gratification or immediate satisfaction? Americans appear to choose the latter. Not exactly news to anyone following the…
What is Your 401(k) ‘Why?’
Sell them on your retirement plan cause The video titled “2018 Fi360 Conference – Randy Fuss,…