Browsing Tag
Retirement
2371 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.
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…
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.