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.
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…
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.