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.
Retirement Security Takes Top Spot in Election Fight
Forget North Korea and Stormy Daniels—retirement security is the top issue employees want candidates to discuss on the…
Are Americans Doing Better Financially? Or Spending More Recklessly?
Millennials may be delaying major milestones due to financial concerns, but apparently, that’s not the case for many…
Skittish 401(k) Participants Head for ‘Safe’ Money in April
The Alight Solutions 401(k) Index found that 401(k) participants who made trades in April generally moved from equity…
Design to Double: How to Properly Grow a 401k Business
“I want to double my practice in three to five years.” It’s something many advisors, including myself, often…
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.