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.
Are ‘Record’ 401(k) Balances Awesome or Unsettling?
401(k) balances reached record highs as contributions and strong markets push retirement savings over six figures for many investors.
February Top Advisor By Participant Outcomes (TAPO)
It often starts with a discussion of the 401k, but quickly moves towards other areas of their financial well-being, which our research shows are critically important.
401(k) Trading Goes Haywire With Market Drop
401(k) trading surged as market volatility hit, with investors shifting from equities to fixed income during sharp stock declines.
MassMutual Becomes the ‘Face’ of 401(k)—Literally
RetireSMART app now supports Face ID on iPhone X, giving users secure access and enhanced tools to manage retirement savings.
Nuveen Expands DCIO Business with New Hires
Nuveen DCIO Growth continues with new executive appointments, strengthening retirement plan investment solutions and advisor support.
Five 401(k) Decision-Making and Documentation Best Practices
Are your clients following a prudent decision-making process in their 401(k) plan? Do they always put the interests of plan…
Will Tax Reform Create a Retirement Saving Teachable Moment?
Teachable moments are fleeting. They occur when circumstances align just right, and people become eager to learn more.…
A Retirement Plan Silver Lining in Patriots’ Loss?
The “Super Bowl Indicator” suggests that stocks rise for a full year when an NFC team wins and…
America’s Trust in 401ks Soars
Over three-quarters of U.S. households are confident 401ks and other employer-sponsored retirement plans will help them reach their…
Wells Fargo Glide Path Hits Target Date Turbulence
The peril of ratcheting up risk in target-date glide paths was further illustrated with the revelation that Wells…