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 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.
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…