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.
Post-Tax Reform, Wealthy Americans in the Market for Financial Advice
Given that recent tax reform was the most extensive in several decades, the effects are predictably being examined…
February 28, 2018
‘America Saves Week’ in Full Swing
It might not have the allure and excitement of Spring Break hijinks, but over 1,550 organizations across the…
February 28, 2018
Who Has the Biggest and Best 401(k) Plan in America?
Major airlines again flew away with the best scores for the top 30 401(k) plans in America. The…
February 28, 2018
How to Move 401(k) Financial Wellness from Idea to Execution, Part 3
Effective financial wellness strategies positively impact both plan participants and consultants by being targeted and manageable.
February 27, 2018
Social Security Short-Changed Widows: Inspector General
It’s never good when the Inspector General comes knocking. A new report from the Office of the IG…
February 27, 2018
Reject This Attempt to ‘Regain Retirement Plan Control’
Bitcoin retirement may sound appealing, but it risks your future savings. Learn why avoiding Bitcoin in retirement is crucial.
February 26, 2018
Americans Like Workplace Benefits, But …
Employee benefits financial security report reveals gaps in access and education for lower-income workers across America.
February 26, 2018
Top 5 (Luxurious) Retirement Communities in the U.S.
As 401(k) participants approach retirement age, concerns undoubtedly shift away from optimal asset allocation and appropriate contribution rates toward…
February 23, 2018
HSAs and 401(k)s: Not an ‘Either/Or’ Discussion
HSA and 401(k) contributions work better together, with participants saving more when contributing to both plans instead of one.
February 23, 2018
As 401(k) Turns 40, It’s Time for a Facelift
The modern 401(k) turns 40-years-old this year. What started as a change in the law to prevent company…
February 23, 2018