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.
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…
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…