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.
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…
Gig Economy Wreaks Havoc With Retirement Saving
Gig Economy Financial Security challenges arise with income gaps, lack of benefits, and limited retirement savings for independent workers.
What’s the Funding Status of Your Client’s 401k Plan?
In the world of defined benefit (DB) plans, retirement plan sponsors embrace a liability-based framework for measuring investment…
5 Critical Factors To Consider in Fiduciary Accounts
How important is it to require three years of live history before considering certain investments in fiduciary accounts. Fi360's Faustino breaks it down.
Reason No. 1,468 For 401k Financial Wellness
Only six percent of Americans could pass a quiz about a broad range of financial decisions they most likely need to make.
The Nuclear Threat to Retirement Saving (Literally)
Investors have become increasingly concerned about the escalating North Korean threats, and understandably so. After initially shrugging off…
Shock (Not)! Wealthy Have Higher 401k Account Balances
Forget income inequality, retirement savings inequality might be the bigger issue (or at least income inequality in retirement).…
How’s the Betterment-Uber Retirement Plan Collaboration Going?
Uber Retirement Accounts help drivers save with free Betterment IRAs for the first year, offering flexible, no-minimum investing.
6 Reasons Why We Love Health Savings Accounts
With healthcare open enrollment season quickly approaching, 401(k) plan advisors and sponsors may want to spend time educating…
401(k) Now ‘Table Stakes’ for Younger Workers
We know the value 401(k)s provide in attracting and retaining top professional talent, and despite a reputation as…