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.
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…
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.