Browsing Tag
Retirement
2366 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.
3 Retirement Plan Resolutions for the New Year
A depressingly small percentage of people actually stick to their New Year’s resolutions, but we’ll stay optimistic on…
‘The Big 3’ for Retirement Plan Participants
It’s not Mickey Mantle, Willie Mays and Duke Snyder; nor Diana Ross, Florence Ballard and Mary Wilson. The…
4 Steps to a Successful 401(k) Brand Audit
‘I can’t believe we lost out on this 401k plan!’ It’s what one advisor told me about a…
Troubling 401(k) Trend for Hispanic Workers
Less than 10 percent of small business workers in the five top Hispanic metro areas of the United States have…
How to ‘Retarget’ Your 401(k) Brand
Retargeting is a form of digital marketing by which online advertising is targeted to consumers based on their previous…
How Did 401(k) Assets Fare in Third Quarter?
A booming economy in part contributed to a further rise in 401(k) balances, as well as retirement assets…
Are Target Date Funds Missing the Mark?
Without a doubt, target date trends are headed (sharply) north. Target date mutual fund assets grew almost 5…
6 Arguments for Active Management in 401(k)s
A passive investment management approach is appropriate for many 401(k) plan participants. But indexing isn’t right for everyone.…
Making a 401(k) List and Checking it Twice
Contact List Cleanup ensures accurate data, boosts deliverability, and helps you start the year with stronger marketing campaigns.