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.
What Happened With 401(k) Assets in the Fourth Quarter?
U.S. retirement assets rose to $27.9 trillion, highlighting strong growth across 401(k), IRA, and other retirement plans.
Why WaPo Whacked Warren Buffett’s 401(k) Lineup
Give ‘em points for chutzpah. The Washington Post takes arguably the most popular investor in America to task…
On the March: What Truly Excites BridgePoint’s Innovative CEO About Retirement Saving
Those that myopically obsess about any one 401k and retirement savings issue do so at their own peril.…
What to Do About Retiree Fear, Fund-Allocation Mismatch?
Sequence of Return Risk can impact retirement security. Learn why cautious investment strategies matter before and during retirement.
How to Kick 401(k) Fiduciary Duties Up a Notch
Retirement Plan Analytics is set to roll out Fiduciary-Plus, a plan management (as opposed to a platform management) tool that provides 3(38) services and so much more.
What 401(k) RESA Legislation Means for MEPs and PEPs
A stand-alone pension bill that re-introduces the concept of a Pooled Employer Plan (PEP) surfaced in the Senate…
‘Hybrid’ 401(k) Wellness Solution Just Over the Horizon
PlanSmart Financial Wellness helps employees improve financial wellbeing with digital and human support from MetLife and EY.
CITs Are Hot—Why Aren’t More 401k Advisors Intrigued?
Seen by many as cheaper alternatives to mutual funds in the retirement plan space, collective investment trusts grew…
The Right Way to Identify 401(k) Niche Markets
Experts point to niche markets and their importance in creating referrals and loyalty. How can 401(k) advisors best target their resources and expertise to capitalize on a particular segment?
How to Multiply Your 401(k) Connections Using ‘Weak Links’
I’d asked a 401k advisor about his marketing efforts and the reply was an enormous Rolodex that landed on the desk. It was impressive.