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.
Fi360 Enhances Fiduciary Focus Toolkit with Business Development Capabilities
Fiduciary stalwart Fi360, a provider of fiduciary-related education and tools, has released an update to its popular Fiduciary…
Opponents Fight Fiduciary Rule With (Another) Block Attempt
Nevertheless, she persisted. Congresswoman Ann Wagner, R–Missouri, is attempting to block full implementation of the fiduciary rule, and…
Don’t Call it a Comeback: Why CITs are Suddenly Gaining Ground
Chances are, you’ve heard of collective investment trusts (commonly referred to as CITs). CITs are tax-exempt, commingled or “collective”…
Will Silly Sanctimony Sink ESG Fund Sales?
Europeans are just better than us. Apparently, they’re publicly shaming their asset managers into investing more in environmental,…
What Do Retirement Benefits Really Cost Participants?
The cost of providing retirement plan benefits, including 401(k)s, varies greatly. Not exactly news to experienced 401k advisors,…
Gucci Dressed Down in Latest 401(k) Lawsuit
Gucci America Inc. is the latest company to be sued over the fees associated with its retirement plan.…
Wait …Company Stock is Now Good for Retirement Saving?
Apparently, it’s not the purchase of company stock itself that can lead to retirement disaster, but how it’s…
Why Are Women Less Risk Tolerant Than Men?
Let’s be clear, they said it, not us. Life events such as childbirth, child care and care-giving often…
The Latest Fiduciary Delay Will Cost Participants How Much?
What’s a few billion dollars between (fiduciary) friends? Left-leaning Economic Policy Institute estimates the Trump administration’s proposed 18-month…
Here’s Why (Again) 401ks Are So Important
In 2016, the stars appeared to align for defined benefit (DB) pension plans. Interest rates rose. Stock market…