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.
How to Sell and Deliver a Financial Wellness Program
Financial wellness. Financial literacy. Retirement readiness. These loosely-defined buzzwords have been cropping up across the world wide web…
Race to Financial Wellness: 4.01k Fun Run to Happen in Multiple Cities
Join the 4.01k Race for Financial Fitness—a fun way to boost your financial health and learn the importance of 401ks.
Fixed 401(k)-Plan Fees Finally Surface
Fixed Fee 401k offers transparent pricing with flat fees, helping small to mid-sized plans reduce costs and improve retirement outcomes.
Has Enrollment in HSA-Eligible Health Plans Stalled?
It’s concerning, but makes sense when the reasons are examined. Despite the recent spotlight on HSAs, new research…
How Do Retirees Really Feel About Annuities?
Love ‘em or hate ‘em, retirees feel more secure with them. A new LIMRA study finds retiree annuity owners feel confident they are more likely to afford retirement.
Why Reining in Retirement Regulators is Rule No. 1
We’ll stipulate the Consumer Financial Protection Bureau could be a force for good in theory, but corralling an…
How Many Workers Will Increase Retirement Savings Because of Tax Reform?
Whatever it takes to meaningfully move the needle. Almost 13 percent of Americans plan to use the recent…
Massachusetts Slams Scottrade for Alleged Sales Contest Fiduciary Fail
The Department of Labor might allow for regulatory wiggle room before full implementation of its fiduciary rule; not…
How to Sharpen the Focus on 401(k) Financial Futures
The stats aren’t new, but always stark. More than a third of all private sector workers do not have…
Stock Options Cause Confusion, Concern in Retirement Planning
Be careful what you wish for. Employees lucky enough to have an equity stake in the form of…