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.
SEC Fiduciary Rule Meeting Fast Approaching
The Securities and Exchange Commission (SEC) will hold meetings on the “Sunshine Act,” the next step in developing its own version of a fiduciary standard.
April 16, 2018
Crossing the Retirement Rubicon: Why 2030 Matters So Much
By 2030, and for the first time in American history, grandparents may outnumber grandchildren. The U.S. Census Bureau’s…
April 16, 2018
2 Tech Stalwarts Team to Deliver Better Retirement Readiness Solutions
Retirement planning software developer RetireReady Solutions has joined forces with Fi360, a provider of fiduciary-related education and technology…
April 14, 2018
Top 3 Low-Tax Locales to Retire Abroad
Tax season is upon us. *Cue heavy sigh.*. Depending on location, the tax whack on property and capital…
April 13, 2018
Home Depot Accused of Shoddy 401(k) Construction
Home Depot ERISA lawsuit claims poor 401(k) fund choices and high fees harmed retirement savings.
April 12, 2018
More Critical Target Date Trends to Consider
Where are they now and where are they headed? Mercer is out with topical info on target-date products. Here's what they found.
April 10, 2018
Help Wanted in 401(k) Plans
401k retirement plan advice helps investors optimize savings, Social Security, and retirement income strategies for a secure future.
April 10, 2018
Benefits Dollar Amount Available for 401(k)s Just Shrunk
Financial planning voluntary benefit helps employees manage costs, boost retention, and strengthen overall benefits strategy.
April 10, 2018
The Percentage of Baby Boomers With NO Retirement Savings
Here’s a stat to wake you up—and one reason it’s critically important to continually bang the drum about retirement savings.
April 9, 2018
Fi360 Teams With ‘Investment Strategy Engine’
What do you get when you combine a science-based “investment strategy engine” with a fiduciary score? A pretty cool announcement.
April 6, 2018