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.
Lowest 401(k) Trading Activity Seen in Two Decades
401(k) trading slowed in 2017, marking the lowest activity in 20 years as investors embraced target date funds and market growth.
How to Move 401(k) Financial Wellness from Idea to Execution (Part 1)
Employer recognizes employee's demand for help, but hurdles remain in solving the financial wellness problem. Advisor offers solutions.
Will Millennials Have Enough to Retire?
Like a newborn babe, millennials as a generation are analyzed, observed and for many marketers, doted upon for…
Which Investment Wins the Accumulation Horse Race?
Suppose you want to best utilize $100. You could put it to work in a traditional or Roth…
2 Critical Retirement Plan Initiatives Moving Forward
Retirement industry observers breathed a collective sigh of relief in late 2017 when “Rothification” of 401(k) plans, once…
401(k) Default Contribution Rate Hits New High: Study
Callan is out with its 2018 Defined Contribution Trends Survey and the results are wide-ranging on a number…
Merger Helps 401(k) Advisors Pitch ‘Right’ Decision Makers
Larkspur Executive helps advisors access plan decision makers with deep retirement data for stronger proposals and connections.
What Has Fiduciary Firm Fi360 Done Now?
Fi360 is at it again, adding new modules to its Fiduciary Essentials for Advisors (FEA) training program “to…
More Calls For MEPs to Cover Gig Economy Workers
Gig economy retirement savings need solutions. Open MEPs could help workers secure their future with simple, flexible retirement plans.
What Happened With IRA Balances, Contributions, Allocations and Withdrawals?
The Employee Benefit Research Institute is out with its latest measure of IRA account balances, contributions, withdrawals and…