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.
Two Titans Team to offer Retirement Plan Investment Data
Fintech giant Broadridge Financial Solutions and research and consulting giant Morningstar announced Thursday that they’ve reached an agreement…
Fifth Circuit Court Denies Fiduciary Reboot Request
Fiduciary Rule Court Decision marks the end as the Fifth Circuit denies revival, shaping future financial regulations.
Who’s Most (and Least) Worried About Retirement Income?
Gex X—that cynical, sullen bunch—aren’t known for their sunny outlook, and Gen X women, in particular, are most…
3 Leadership Qualities Essential for 401(k) Advisor Success
Gotta love Jeff Cullen’s proverbial kick in the pants, something 401(k) advisors all too often forget. “Quit ‘getting…
May 2018 Top Advisor By Participant Outcomes (TAPO)
Learn how a hospital improved its retirement plan participation rate and prepared employees for retirement in this successful case study.
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger
Financial Engines, which claims to be America’s largest independent investment advisor and was founded by Nobel Prize-winning economist…
Wells Fargo Investigated By DOL Over 401(k) Rollover Practices
The Labor Department is looking into whether Wells Fargo & Co. has steered participants in low-cost corporate 401(k)…
How to Win on Paper But Lose a 401(k) ‘Finals’ Presentation: Fi360 Annual Conference
Learn how to win as a 401(k) adviser by focusing on key areas and being prepared for questions and challenges from plan sponsors.
The Advantages of Separately Managed Accounts in 401ks: Fi360 Annual Conference
Tim Friday, Institutional Services Group CEO and president with Pittsburgh-based Mid Atlantic Trust Company, used his teenage daughter’s…
Major Problem with Social Security Comprehension
It’s rarely (if ever) said about a government-run benefit program—Social Security enjoys widespread popularity. Yet the majority of…