Browsing Tag
Retirement
2366 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.
T. Rowe Price Gets ‘Senior Defined Contribution Strategist’
T. Rowe Price has hired Linda Delivorias as a senior defined contribution strategist in the firm’s full-service defined contribution plan recordkeeping…
401(k) Filing Relief for Hurricane Irma Victims
As expected, the Department of Labor has announced employee benefit plan compliance guidance and relief for victims of…
Echoes of Enron in Recent 401(k) Lawsuit, With A Twist
DST 401k lawsuit claims employees lost $400M from concentrated Valeant stock investments and mismanaged retirement accounts.
How to Measure 401(k) Financial Wellness Success
Advisors are touting the benefits of financial wellness initiatives to their clients and, for the most part, companies are falling in line.
States ‘Resist’ Trump’s Fiduciary Rule Rollback
First it was government-sponsored retirement plans, now it’s the fiduciary rule. Left-leaning Trump opponents are suddenly finding the…
How to Reach the Next Level in the 401(k) RFP Process
It’s all about the upgrade—house, phone, and sometimes sadly (or not) spouse. It’s human nature to wanna climb…
401(k) Participants Want Fiduciary Advisors, But …
Fiduciary rule fanfare is getting through to the masses, spurring conversations among consumers about what really constitutes credible…
Why We All Love 401(k)s
With the fiduciary rule frenzy and rumored tax reform, a little ‘pick-me-up’ is in order for purveyors of…
Warren Ups War of Words in 401(k) Fiduciary Fight
Elizabeth Warren, the Senate’s favorite scribe, fired off yet another letter last week, this time to Labor Secretary…
Chartered Retirement Plans Specialist Designation Updated (For Good Reason)
Get with the times, at least with the education and designations 401k advisors choose to better serve plan…