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.
Help Wanted in 401(k) Plans
401k retirement plan advice helps investors optimize savings, Social Security, and retirement income strategies for a secure future.
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.
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.
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.
U.S. Census Wrong on 401(k) Coverage
Most American workers participate in employer-sponsored retirement plans, but you wouldn’t know it from recent Census numbers. A…
Do Millennials Really Have it Tough in 401(k) Saving?
Millennial retirement challenges include lower wages, fewer benefits, and reduced Social Security, making saving for the future harder.
Triumph Over Tragedy—An Elite Advisor’s Perspective on (All-Important) Perseverance
“Our industry is at an inflection point,” Brett Shofner matter-of-factly states. “Advisors need to start owning the success…
Just How Low is 401(k) Financial Literacy?
Most Americans lack personal finance knowledge necessary to make appropriate financial decisions in the normal course of life. Harsh, direct and (unfortunately) true.
Are You All-In for a 401(k) Roll-In?
Over the past six years, there’s been a steady drumbeat pointing the way to increased 401(k) auto portability…
Top 10 Industries with the Best 401(k) Plans
Little surprise, bean counters have the best 401(k) plans. Judy Diamond Associates is out with its third annual…