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.
Why CITs Make So Much Sense (Especially Now)
The video titled “Excel 401(k) – Babu Sivadasan & Bill Chetney,” published on November 9, 2017, features a…
What Do High 401(k) Fees Really Cost Workers?
They’re disclosed in a way few people read, even after the institution of 408(b)(2) regs that were supposed…
The Critical Difference Between Advisor Value and Value Proposition
Insights from Craig Rosenthal on 401(k) advisor value propositions and fee reasonableness at the Excel 401(k) conference.
4 Retirement Plan Freedoms for Which to be Thankful
There are many things we can be grateful for this Thanksgiving. Our families, our friends, our jobs, our…
How to Effectively Address 401k ‘Financial Scarcity’
Explore how financial scarcity affects employees and how quantifying costs can enhance financial wellness strategies.
How to Approach and Serve ‘Generation Now’ Clients
'Generation Now' investors control $3.5 trillion in investable assets, and their lives have been shaped by global uncertainty and instability.
5 Tips to Make 401(k) Participants Better Investors
Learn how to prevent common 401(k) investment mistakes and help participants make smarter, more confident retirement decisions.
Female-Focused Firm Finds New Home
Women Financial Advisors RIA Financial Focus joins Securities America to support women clients with independent financial planning.
4 Measures of 401(k) Financial Wellness Success
Employee Financial Wellness Programs boost productivity. Gauge success with benchmarks, surveys, and data analysis.
Biggest Causes of 401(k) Financial Fear
Beginner investors, especially, are overwhelmed and feeling anxious, according to a new study of what’s keeping workers awake at night.