Browsing Tag
Retirement
2368 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.
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…
Disrupt Your 401(k) Business Before Someone Else Does
Beat 401(k) advisor complacency by proactively improving fee structures and service models, protecting your clients from disruption.
Oregon Settles Lawsuit with State Retirement Plan Challenger
A unique lawsuit: ERISA Industry Committee sues Oregon Retirement Savings Board for alleged ERISA violations.
How Would 401(k) Savers React to Another Market Drop?
Considerable stock market swings tend to stir up 401(k) participants’ financial fears, or at the very least renew their focus on money matters. So, how are Americans reacting in the wake of recent market volatility?