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.
New 401(k) Fintech Offering to Better Benchmark Fees
Fee Benchmarker helps advisors compare fees, customize reports, and integrate with Fi360’s Fiduciary Focus Toolkit for better results.
December 11, 2017
Conservative Republicans Push Controversial 401(k) Proposal
It’s a retirement plan policy proposal that will intrigue some and horrify others, and reignites the debate about…
December 9, 2017
An Overlooked 401(k) Point in the Tax Reform Fight
As the House and Senate feverishly work to reconcile the differences between their two tax bills, it’s still…
December 8, 2017
10 Retirement Terms in Desperate Need of an Update
Explore 10 outdated defined contribution terms redefined for today’s evolving retirement landscape to improve clarity and outcomes.
December 7, 2017
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…
December 7, 2017
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.
December 6, 2017
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.
December 5, 2017
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…
December 4, 2017
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.
December 4, 2017
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…
December 1, 2017