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’s New in 401(k) Financial Wellness?
John Hancock Retirement Plan Services has jumped into the 401(k) financial wellness fray in a big way with…
Which CITs Get Top Fi360 Fiduciary Score?
CIT Fi360 Fiduciary Score shows 17% of investments earned top marks, helping advisors assess funds with fiduciary responsibility.
Americans Know Netflix, Not 401(k) Fees
It’s unlikely anyone saving money for retirement would describe ignorance as bliss when it comes to 401(k) fees.…
Trump Speech Text Touts 401ks
President Trump took time at the podium during his State of the Union address to (of course) extol the strong economy, and 401ks were specifically mentioned.
Empower Retirement Releases Real-Time Plan Design Platform
Empower Retirement has released its PlanVisualizer technology offering, a Monte Carlo-based simulator that allows 401k advisors to modify key…
The Key to Converting Prospective 401(k) Clients
Thoughtful communication helps 401k advisors build trust, strengthen client relationships, and open doors to new opportunities.
Will Trump Tax Cut Rescue Retirement Savings Rate?
Headlines blared the latest news from the Commerce Department on Monday afternoon, which pointed to seemingly contradictory data…
Woman Sentenced for Retirement Plan Embezzlement
Oklahoma woman gets 3-year federal prison sentence for embezzling hundreds of thousands from unionized engineers' benefits plan.
Big Boost to 401(k) Plans from Tax Cuts
Tax reform employee benefits drive higher pay, bonuses, and expanded programs as companies invest more in total rewards.
Americans’ Financial Satisfaction Hits New High
Personal Financial Satisfaction Index surges to record high as strong markets outweigh inflation and underemployment.