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.
Tax Reform Proposal Causing 401(k) ‘Pass Through’ Pain
American Retirement Association CEO Brian Graff has been a ubiquitous presence on LinkedIn and other social media platforms…
Retirement Rocks, According to Baby Boomers
Six out of 10 retired Boomers feel better than expected about their retirement, according to a new survey from American Funds.
Fiduciary Awareness is on the Wane (Wait, What?)
Fiduciary awareness decline among DC plan sponsors is rising, leaving many unprepared for growing responsibilities and legal risks.
We’ve Arrived! Trump Tweets About 401(k) Balances
President Trump took a break from his normally dignified Twitter protocol to boast of high 401(k) balances, driven…
401(k) Rollovers Roll On, Despite Fiduciary Rule
Traditional IRA rollover strategies remain a top option for retirees seeking control, tax benefits, and investment flexibility in retirement.
The Latest Targets of 401(k) Fee Lawsuits Are …
Call it the Tibble v. Edison of union retirement plans. A new front has opened in the retirement…
How ‘Great Recession’ Shaped Retirement Savings Behavior
Millennial retirement investing shows a do-it-myself mindset, focusing on savings, financial independence, and conservative strategies.
Why It’s So Easy to Steal 401(k) Plan Assets
It’s easier than you think for a third-party administrator or plan fiduciary to steal plans assets. The allegation…
A Great Niche for 401(k) Plan Advisors
Health care institution retirement plans survey shows shift from 403(b) to 401(k) and highlights strategies to boost employee savings.
How Young Retirement Advisors Are Doing It Right
Must they be so right at everything? New data from global research and consulting firm Cerulli Associates finds…