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.
How 401(k) Advisors Become Employee Productivity Consultants
Now that the retail financial advice space has entered a new fiduciary era with the initial implementation of…
As Markets Rise, 401(k) Trading Falls (Off a Cliff)
401(k) trading stayed low in June as markets surged, with most contributions directed toward equities and international funds.
4 Reasons For 401(k) Advisors to Partner with TPAs
Innovation begins within, but certainly, those with whom we surround ourselves with influence our ideas, confidence, and ability…
More Great News About Health Savings Accounts
It’s not surprising given recent favorable press and political coverage, but employees are increasingly adopting tax-advantaged health savings accounts…
Paris, Plans and Plenty of 401(k) Fun
Join the Excel 401(k) Conference in Vegas for expert insights, networking, and key industry trends tailored for 401(k) advisors.
July 2017 Top Advisor by Participant Outcomes (TAPO)
Our approach to ensuring successful retirement plan participant outcomes involves the quantitative, qualitative and a bit of fun.
Why Forced 401(k) ‘Rothification’ is Likely Harmful
The new administration is proposing a major tax reform that would simplify tax brackets and reduce tax rates.…
Major ‘Misalignment’ Found in Use of Strategic Beta
Providers are positioning strategic beta as an alternative to passive strategies, advisors are actually using it as an alternative to active management.
How Did Women Score in a Basic Retirement Income Quiz?
This is a problem. Women are living longer and gaining in assets when compared with their male counterparts,…
Major Behavioral Determinant of 401(k) Saving Success
Over half of participants with a written plan increased their 401(k) contributions in the past year, compared to 33 percent of those without a written plan.