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.
Meeting the Unarticulated Needs of 401(k) Plan Participants
Discover how personalized defined contribution strategies use data and tech to anticipate participant needs and enhance retirement outcomes.
Voya Makes Major Nonqualified Deferred Comp Acquisition
A big announcement at the latter part of last week as Voya Financial announced Friday that it has entered…
401k Fintech Focus: Tips to Ensure the Right Target Date Selection
Forget doing it yourself—American Funds completely incorporates the Department of Labor’s famous five “Tips for ERISA Plan Fiduciaries”…
Why We Might Never Get A Fiduciary Rule
'There is a good possibility, due to significant pushback, that the SEC's version might never fully come to pass,' says Fi360's Blaine Aikin.
How to Be Proactive About 401(k) Participant Engagement
Nathan Fisher, founder of Fisher Investments 401(k) Solutions, clues us in This video titled “2018 Fi360 Conference…
How to Truly Measure the Value of a Fiduciary
One of the many problems with the fiduciary standards proposed by the DOL and SEC is that they do not understand the value of a fiduciary.
How to Best Vet 401(k) Target Date Funds
Target Date Funds demand careful evaluation beyond fees and performance. Learn DOL tips, legal lessons, and best practices for sponsors.
OneAmerica Releases Guaranteed Income Option for DB Plans
The quest for effective guaranteed retirement-income solutions might have gotten a lot shorter.
Millennials Know Saving, But Not Investing
Millennial money habits reveal a focus on saving over investing, leaving many unsure about building wealth and future financial security.
RIA Generational Shift (Finally) Underway
It’s been talked about for some time, and is now actually happening. According to new findings from the…