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.
401k Financial Scarcity Rears its Ugly Head
Financial scarcity is the scourge of positive participant outcomes, and a large number of employees say financial woes…
Tackling Trump-Created Fiduciary Frustration
Frustration is the price of freedom, despite repeated and often unthinking cries for Congress to “do something.” Anyone…
2 Solutions to the Small Retirement Plan Problem
Is the problem small, or the retirement plan? It would appear the latter, according to Morningstar. The Chicago-based…
What the New Form 5500 Means for 401(k) Advisors
Proposals suggest a ‘modernized’ Form 5500 will compel plan sponsors to deliver information—some of it new—in formats that facilitate data mining.
Passive Fund Products Double Their In-flow Amount
Equity fund flows surged in October with $27.6B into passive funds, doubling September’s inflows as active funds faced outflows.
You’ll Be Surprised By this Top City for Retirees
Proving retirement is more than sunshine and sangria, a recent list of best and worst cities to retire…
Wells Fargo Whacked with (Another) 401(k) Fiduciary Suit
The perennial political piñata that is Wells Fargo finds itself in the litigation line of fire once again,…
Why Single Women are So Worried About Retirement
Single women are less likely to consider themselves knowledgeable than other demographic groups when it comes to saving…
Which Asset Managers Dominate in 401(k) DC Space?
Retirement expertise and offering target-date funds give a handful of asset managers an edge among plan advisors, according to…
