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 Multiple Employer Plans Are Getting So Much Attention
“It's gotten to be an interesting topic,” Pete Swisher understatedly said in advance of his session at Excel 401(K): The Advisors’ Conference in Las Vegas.
How to Market Yourself as a Retirement Readiness Expert: 2017 Excel 401k
Rebecca Hourihan brought her marketing expertise to Excel 401(k): The Advisors’ Conference on Tuesday to teach advisors how they…
Answering the Most Important Question for 401(k) Participants
Retirement Readiness solutions help advisors grow assets under management by simplifying retirement planning and boosting engagement.
Advisors Must Up Their Game in New Fiduciary Rule Era
Todd Timmerman didn’t mince words in Monday’s presentation at Excel 401k: The Advisors’ Conference about how advisors can…
How Fees, Fiduciary, Technology Will Impact 401(k)s: 2017 Excel 401(k)
The Excel 401(k) Conference in Las Vegas kicked off on Monday morning with an opening session that contained…
Retirement Plan Industry Frets Over Rumored Pre-Tax Contribution Cuts
Financial industry advocacy groups are worried over reports of major cuts to pre-tax retirement plan contribution limits, including 401(k)s.
Major Retirement Trouble on the Horizon: GAO
Traditional “three-legged stool” of savings, including Social Security, employer-sponsored plans and individual savings, might not be enough.
What to do About Missing 401(k) Participants
Missing participants create challenges for plan sponsors. Learn strategic solutions to improve retirement savings and participant outcomes.
Why 401(k) DCIO is (Supposedly) Doing So Well
Little surprise—investment managers are benefiting from stronger asset growth and improving sales in the defined contribution investment-only (DCIO)…
CIT Assets Are Booming, Big Time
Collective investment trusts growth hits double digits as CIT assets surge, driven by fee savings and rising awareness.