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.
Falling 401(k) Fees No More?
DC plan fees survey shows costs flattening after years of decline, with record keeping, trust and custody fees holding steady.
Fiduciary Rule Whacks Annuities
Annuity Sales Decline 2017 sees lowest first-half totals since 2001 as fiduciary rule fallout impacts fixed and variable products.
The 401(k) Advisor Advantage MassMutual Provides
If you’re looking to sharpen your retirement plan service skills, MassMutual is here to help. Doesn’t matter if…
The Big Differences Between 401(k) Savers and Non-Savers?
401(k) saving challenges reveal how financial stress, bills, and debt impact retirement planning and why wellness programs can help.
Shock (Not)! Public Employees Like Pensions
Even though public and private sector employers find them impossible to afford, a new study reports that public…
4 Critical Trends in 401(k) Plan Service
The 401(k) service sector has evolved considerably since its introduction in the Revenue Act of 1978. Since the…
A New Millennial Mindset in 401(k) Retirement Planning?
Retirement is a distant concept for millennials, many of whom would rather save and spend to achieve a…
7 Reasons to Re-enroll 401(k) Participants
Many 401(k) plan sponsors have opted to periodically re-enroll all their participants into the qualified default investment alternative…
Are Multiemployer Plans in Trouble or Not?
The financial crisis last decade walloped multiemployer retirement plans, most notably the Teamsters and United Mineworkers of America.
A Critical HSA Liability (and Opportunity)
Too many 401(k) advisors instinctively overlay 401(k) menus onto advisor-friendly HSA platforms. It’s not a surprise; advisors have…