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.
The Incredible Toll 401k Financial Stress Takes
Calling all financial wellness experts. Employees are stressed about their financial situation, and it’s affecting their job performance…
June 1, 2017
Fiduciary Hit to Indexed Annuities?
Indexed annuity sales decline as fiduciary rule impacts marketing efforts, shifting focus away from growth in the annuities market.
May 30, 2017
Dems Double Down on Retirement Disaster
The answer from Springfield sovereigns to bloated pension debt that threatens the fiscal solvency of the Prairie State budget is, of course, higher taxes.
May 30, 2017
How Much Income Would Annuities Provide 401k Participants?
An annuity option in the investment menu would account for well over a third of needed income in…
May 25, 2017
Investors ‘Paying Less Than Ever’ in Fund Fees
Low-cost index funds helped drive fund expenses lower in 2016 as investors shifted away from costly active funds.
May 24, 2017
‘Dilute’ the Fiduciary Rule, Get Sued: Aikin
One has to wonder if fiduciary rule advocate Blaine Aikin is smart or lucky. The firm he heads, Fi360,…
May 23, 2017
Defying Senate, Another State Passes Retirement Plan
Vermont retirement plan offers small businesses and workers without employer options a secure path to financial wellbeing.
May 20, 2017
Boys Vs. Girls: Who’s Better at Retirement Savings?
When it comes to saving and investing hard earned money for retirement, who has greater overall success: men…
May 17, 2017
Retirement Fear Rises, but Americans Do Nothing
Problem or opportunity? Probably both, and another reason for the need for financial wellness. If Americans are worried…
May 17, 2017
Combo 401(k)/HSA Contributions Did What?
Health savings accounts help employees save more by boosting 401k contributions while managing healthcare costs effectively.
May 11, 2017