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.
Lack of Retirement Readiness Sparks Plan Sponsor Concern
A recent survey of plan sponsors in the not-for-profit (NFP) sector provides a host of suggestions for improving…
How Do 401(k) Plan Sponsors Feel About HSAs?
HSAs continue their climb. Employers favor health savings accounts over flex spending and think they should be open…
Concerns Grow Over Social Security Longevity ‘Gap’
If only there was a retirement savings vehicle that could address this problem. An all-star group of economists…
Gen X Pessimistic (No Way!) About its Retirement Future
Generation X retirement saving challenges leave many unprepared and seeking financial guidance to secure their future.
401(k)s Work—These Numbers Prove It
What retirement crisis? Most Americans are achieving a respectable income replacement rate in retirement through a combination of sources.
What Is ‘Top Advisors By Participant Outcomes’ (TAPO)?
Successful participant outcomes are the only true measurements of retirement plan (and therefore retirement advisor) success. If plan…
Trump Officially Kills City-Sponsored Retirement Plans for Private Sector Workers
President Trump made it official on Thursday by repealing Obama-era legislation meant to auto-enroll private sector workers in…
How Wobbly is the Retirement ‘Three-Legged Stool?’
Americans really want to retire—until they retire. The financial sacrifice it sometimes entails has many people anxious, according…
How Confident Are Americans About Retirement in 2017?
Forget your wallet, what’s in your 401(k)? Bank and credit card giant Capital One finds that Americans continue…
Retirement Plan Progress with One Major Step Backward
The typical ERISA qualified plan has come a long way over the past 25 years; fees have come…