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.
Great News (Finally) About 401(k) Plans
More companies than ever before are automatically enrolling workers in 401(k) and similar defined contribution plans. And, with…
Dems Dominate 401k Discussion with Alternate Plan Proposal
Senate Democrats seized on rumors of Republican retirement plan contribution cuts, proposing an alternative on Tuesday that would…
Why This Target Date Trend Continues in 401(k)s
The move towards non-proprietary fund products continues, at least in target-date lineups. Diversifying allocations and outsourcing non-core areas…
What Nobel Winner Thaler Thinks of 401(k) Cuts?
401(k) Contribution Limits spark debate as Nobel winner Richard Thaler shares a contrarian take on retirement savings policies.
Why Tax-Cut Trickery Over 401(k) Limits Won’t Fly
Bloomberg is out with one of the sillier opinion pieces about the supposed problems plaguing retirement plans, and…
Trump Trips Over 401(k) Contribution Chaos
It’s on, then off, and then on again. General confusion surrounding the marketing and messaging of the White…
4 Questions to Ask When Adding ESG to 401(k) Menus
As defined contribution participants increasingly demand more socially responsible investments, plan sponsors need to consider their ESG options. Environmental,…
The Dangers of Investing Complacency
Recently, I was hiking with my family in the mountains a couple of hours west of Denver. During…
Top 10 Best Towns in Which to Retire
Will it be snow and cold or sun and surf? Arts and entertainment or peace and quiet? The…
Why Financial Wellness is Everywhere at the Moment: 2017 Excel 401k
The topic of financial wellness is everywhere, and Excel 401(K): The Advisors’ Conference in Las Vegas was no…