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.
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…
4 Important Findings About HSA Savers
Great news. HSA participants are saving and not spending, with the vast majority of health savings account (HSA)…
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…