Browsing Tag
Retirement
2368 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.
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse
Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement.
90-Year-Old Morgan Stanley Advisor Allegedly Shoots Business Partner
The victim was transported to a local hospital expected to survive
The 401(k) as an ‘Asset Magnet’: Helping to Avoid Rollover Ripoffs
Features of specific value to active and term vested/retired participants include ...
How Consistent 401(k) Participation Pays—Big: Study
'The compounding growth and upward trends we observed shows the benefit of staying the course in 401k plans'
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401(k) Participants
The actual numbers are eye-popping
July Top Advisor by Participant Outcomes (TAPO)—Grant Arends
GRANT ARENDS WAS refreshingly blunt when revealing the super-simple secret to high participant utilization for worksite financial planning.…
A VERY Scary Case of 401(k) Participant Theft
They added a bank account belonging to another individual without the victim’s knowledge or authorization
State-Run IRAs Are Similar, and Suboptimal: Opinion
The state-sponsored CalSavers completes its implementation process this week when all employers of five or more employees must comply.
Advisors Unprepared for New 401(k) Rollover Rules
'A rollover recommendation has to be disclosed as a conflict of interest,' says ERISA expert Fred Reish