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.
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.
Vanguard’s Got a Succession Plan, Shouldn’t You?
A profession dedicated to retirement planning for others is notoriously awful at doing it for themselves. “The cobbler’s…
5 Tips for Better Employee 401(k) Education Meetings
Through behavioral finance and psychology research, much has been learned about how to motivate employees to save at higher rates for retirement.
The Real Cost of HSA Investment Fees
HSA fees differ from 401(k) plans, but the tax advantages often outweigh costs. Learn why HSAs may be smarter for long-term growth.
What it Takes to be a 401(k) ‘Super Saver’
They’re quirky, comfy and oh-so-entitled, but credit where credit is due. Millennials (at least some) are doing 401(k)s…
6 Reasons the 401k is a ‘Scam’ (Wait, What?)
We only publish this stuff to give retirement advisors an idea of what they’ll have to debunk when…